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
1601
$43K ﹤0.01%
1,009
1602
$43K ﹤0.01%
1,640
+804
1603
$43K ﹤0.01%
2,100
+100
1604
$43K ﹤0.01%
407
1605
$43K ﹤0.01%
907
1606
$43K ﹤0.01%
56
1607
$43K ﹤0.01%
+1,530
1608
$43K ﹤0.01%
820
+50
1609
$43K ﹤0.01%
+750
1610
$43K ﹤0.01%
651
-84
1611
$42K ﹤0.01%
1,047
-6,100
1612
$42K ﹤0.01%
3,373
+1
1613
$42K ﹤0.01%
1,500
1614
$42K ﹤0.01%
1,685
+432
1615
$42K ﹤0.01%
1,758
+758
1616
$42K ﹤0.01%
1,511
+403
1617
$42K ﹤0.01%
570
1618
$42K ﹤0.01%
1,608
-300
1619
$42K ﹤0.01%
1,000
+400
1620
$42K ﹤0.01%
+998
1621
$42K ﹤0.01%
1,400
+447
1622
$42K ﹤0.01%
671
1623
$42K ﹤0.01%
1,005
1624
$41K ﹤0.01%
699
-40
1625
$41K ﹤0.01%
3,500
+1,000
63 64
65
66 67