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
1651
$40K ﹤0.01%
547
-650
1652
$40K ﹤0.01%
1,467
+1,110
1653
$40K ﹤0.01%
1,220
+25
1654
$40K ﹤0.01%
1,000
+512
1655
$40K ﹤0.01%
52
+48
1656
$39K ﹤0.01%
1,359
-273
1657
$39K ﹤0.01%
810
+100
1658
$39K ﹤0.01%
3,050
1659
$39K ﹤0.01%
2,136
1660
$39K ﹤0.01%
4,604
+52
1661
$39K ﹤0.01%
1,629
-108
1662
$39K ﹤0.01%
3,000
1663
$39K ﹤0.01%
+3,000
1664
$39K ﹤0.01%
+380
1665
$39K ﹤0.01%
528
-800
1666
$39K ﹤0.01%
2,514
1667
$39K ﹤0.01%
1,505
+933
1668
$39K ﹤0.01%
483
+308
1669
$39K ﹤0.01%
3,000
+2,000
1670
$39K ﹤0.01%
1,524
1671
$39K ﹤0.01%
709
-200
1672
$39K ﹤0.01%
1,059
1673
$39K ﹤0.01%
543
+5
1674
$39K ﹤0.01%
1,000
1675
$39K ﹤0.01%
2,448
+424
65 66
67
68 69