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
1626
$41K ﹤0.01%
+1,287
1627
$41K ﹤0.01%
595
+500
1628
$41K ﹤0.01%
3,578
-2,622
1629
$41K ﹤0.01%
1,400
+785
1630
$41K ﹤0.01%
3,500
+1,000
1631
$41K ﹤0.01%
+1,296
1632
$41K ﹤0.01%
1,500
1633
$41K ﹤0.01%
914
-250
1634
$41K ﹤0.01%
4,171
1635
$41K ﹤0.01%
+1
1636
$41K ﹤0.01%
11,300
-7,324
1637
$41K ﹤0.01%
+1,140
1638
$40K ﹤0.01%
770
-400
1639
$40K ﹤0.01%
1,280
-680
1640
$40K ﹤0.01%
465
+235
1641
$40K ﹤0.01%
+975
1642
$40K ﹤0.01%
1,433
+600
1643
$40K ﹤0.01%
+2,468
1644
$40K ﹤0.01%
399
-3,160
1645
$40K ﹤0.01%
1,784
+1,781
1646
$40K ﹤0.01%
1,996
1647
$40K ﹤0.01%
+2,405
1648
$40K ﹤0.01%
+3,000
1649
$40K ﹤0.01%
3,056
+1
1650
$40K ﹤0.01%
4,540
-3,759
64 65
66
67 68