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
1651
$40K ﹤0.01%
1,220
+25
1652
$40K ﹤0.01%
+2,468
1653
$40K ﹤0.01%
399
-3,160
1654
$40K ﹤0.01%
1,784
+1,781
1655
$40K ﹤0.01%
1,996
1656
$39K ﹤0.01%
483
+308
1657
$39K ﹤0.01%
3,000
+2,000
1658
$39K ﹤0.01%
1,359
-273
1659
$39K ﹤0.01%
1,524
1660
$39K ﹤0.01%
810
+100
1661
$39K ﹤0.01%
3,050
1662
$39K ﹤0.01%
2,136
1663
$39K ﹤0.01%
1,151
+13
1664
$39K ﹤0.01%
709
-200
1665
$39K ﹤0.01%
1,629
-108
1666
$39K ﹤0.01%
1,059
1667
$39K ﹤0.01%
543
+5
1668
$39K ﹤0.01%
3,000
1669
$39K ﹤0.01%
1,000
1670
$39K ﹤0.01%
+3,000
1671
$39K ﹤0.01%
+380
1672
$39K ﹤0.01%
528
-800
1673
$39K ﹤0.01%
2,514
1674
$39K ﹤0.01%
1,505
+933
1675
$39K ﹤0.01%
2,448
+424
65 66
67
68 69