Creative Planning

Creative Planning Portfolio holdings

AUM $131B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
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
+$74M
2
+$56M
3
+$47.4M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$38M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.8M

Top Sells

1
+$10.2M
2
+$7.76M
3
+$7.3M
4
SLV icon
iShares Silver Trust
SLV
+$5.95M
5
BP icon
BP
BP
+$3.82M

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
1551
$47K ﹤0.01%
+5,000
1552
$47K ﹤0.01%
1,018
1553
$47K ﹤0.01%
+3,363
1554
$47K ﹤0.01%
747
+538
1555
$46K ﹤0.01%
1,366
-79
1556
$46K ﹤0.01%
2,565
+450
1557
$46K ﹤0.01%
3,000
1558
$46K ﹤0.01%
1,271
-7
1559
$46K ﹤0.01%
1,517
+500
1560
$46K ﹤0.01%
625
+550
1561
$46K ﹤0.01%
1,600
1562
$46K ﹤0.01%
1,480
1563
$46K ﹤0.01%
1,900
1564
$46K ﹤0.01%
800
1565
$46K ﹤0.01%
2,127
+2,000
1566
$46K ﹤0.01%
423
+23
1567
$46K ﹤0.01%
925
-1,000
1568
$45K ﹤0.01%
3,391
-158,026
1569
$45K ﹤0.01%
825
+122
1570
$45K ﹤0.01%
1,156
1571
$45K ﹤0.01%
3,666
-1,361
1572
$45K ﹤0.01%
1,200
1573
$45K ﹤0.01%
280
+210
1574
$45K ﹤0.01%
3,273
-62
1575
$45K ﹤0.01%
3,682
61 62
63
64 65