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
1576
$45K ﹤0.01%
924
-723
1577
$45K ﹤0.01%
3,550
-1,950
1578
$45K ﹤0.01%
1,685
+400
1579
$45K ﹤0.01%
4,926
+3,926
1580
$45K ﹤0.01%
5,400
1581
$44K ﹤0.01%
1,077
1582
$44K ﹤0.01%
1,600
1583
$44K ﹤0.01%
600
+250
1584
$44K ﹤0.01%
608
-8
1585
$44K ﹤0.01%
629
+200
1586
$44K ﹤0.01%
4,844
1587
$44K ﹤0.01%
1,550
-400
1588
$44K ﹤0.01%
1,041
+211
1589
$44K ﹤0.01%
3,000
1590
$44K ﹤0.01%
855
1591
$44K ﹤0.01%
561
+425
1592
$44K ﹤0.01%
419
-25
1593
$44K ﹤0.01%
1,900
+1,700
1594
$43K ﹤0.01%
1,818
+818
1595
$43K ﹤0.01%
2,910
+1,870
1596
$43K ﹤0.01%
3,040
1597
$43K ﹤0.01%
799
-344
1598
$43K ﹤0.01%
3,085
-1,520
1599
$43K ﹤0.01%
1,179
-314
1600
$43K ﹤0.01%
511
62 63
64
65 66