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
1626
$41K ﹤0.01%
+1,296
1627
$41K ﹤0.01%
150
1628
$41K ﹤0.01%
1,500
1629
$41K ﹤0.01%
+1,287
1630
$41K ﹤0.01%
914
-250
1631
$41K ﹤0.01%
4,171
1632
$41K ﹤0.01%
+1
1633
$41K ﹤0.01%
11,300
-7,324
1634
$41K ﹤0.01%
+1,140
1635
$41K ﹤0.01%
595
+500
1636
$41K ﹤0.01%
3,578
-2,622
1637
$41K ﹤0.01%
1,400
+785
1638
$40K ﹤0.01%
+2,405
1639
$40K ﹤0.01%
+3,000
1640
$40K ﹤0.01%
3,056
+1
1641
$40K ﹤0.01%
1,000
+512
1642
$40K ﹤0.01%
52
+48
1643
$40K ﹤0.01%
770
-400
1644
$40K ﹤0.01%
1,280
-680
1645
$40K ﹤0.01%
465
+235
1646
$40K ﹤0.01%
4,540
-3,759
1647
$40K ﹤0.01%
547
-650
1648
$40K ﹤0.01%
1,467
+1,110
1649
$40K ﹤0.01%
+975
1650
$40K ﹤0.01%
1,433
+600
64 65
66
67 68