Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.04B
AUM Growth
+$742M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,596
New
Increased
Reduced
Closed

Top Buys

1
+$73.7M
2
+$53.9M
3
+$46M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$37.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.7M

Top Sells

1
+$10.3M
2
+$8.28M
3
+$6.77M
4
SLV icon
iShares Silver Trust
SLV
+$5.88M
5
BP icon
BP
BP
+$3.81M

Sector Composition

1 Energy 6.33%
2 Financials 4.42%
3 Technology 2.93%
4 Healthcare 2.26%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$48K ﹤0.01%
892
+632
1527
$48K ﹤0.01%
2,529
-200
1528
$48K ﹤0.01%
4,205
+720
1529
$48K ﹤0.01%
1,764
+1,145
1530
$48K ﹤0.01%
711
+305
1531
$48K ﹤0.01%
550
1532
$48K ﹤0.01%
+1,555
1533
$48K ﹤0.01%
2,833
1534
$48K ﹤0.01%
6,400
+5,000
1535
$48K ﹤0.01%
720
+80
1536
$48K ﹤0.01%
1,000
1537
$48K ﹤0.01%
676
+600
1538
$48K ﹤0.01%
840
-130
1539
$48K ﹤0.01%
4,598
1540
$48K ﹤0.01%
1,000
1541
$48K ﹤0.01%
+10,164
1542
$48K ﹤0.01%
+835
1543
$47K ﹤0.01%
1,192
1544
$47K ﹤0.01%
10,865
+2,365
1545
$47K ﹤0.01%
+5,000
1546
$47K ﹤0.01%
1,018
1547
$47K ﹤0.01%
+3,363
1548
$47K ﹤0.01%
747
+538
1549
$47K ﹤0.01%
1,109
1550
$47K ﹤0.01%
1,875
+1,500
60 61
62
63 64