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
1676
$38K ﹤0.01%
700
+500
1677
$38K ﹤0.01%
6,500
+2,500
1678
$38K ﹤0.01%
2,117
1679
$38K ﹤0.01%
2,784
+1,235
1680
$38K ﹤0.01%
1,773
+301
1681
$38K ﹤0.01%
5,177
1682
$38K ﹤0.01%
624
1683
$38K ﹤0.01%
1,216
+88
1684
$38K ﹤0.01%
563
+150
1685
$38K ﹤0.01%
+850
1686
$38K ﹤0.01%
+1
1687
$38K ﹤0.01%
3,150
1688
$38K ﹤0.01%
819
1689
$38K ﹤0.01%
984
-2,016
1690
$38K ﹤0.01%
3,105
+1,929
1691
$38K ﹤0.01%
1,500
1692
$38K ﹤0.01%
1,318
+489
1693
$38K ﹤0.01%
1,000
1694
$38K ﹤0.01%
+1,835
1695
$38K ﹤0.01%
1,090
+1,010
1696
$37K ﹤0.01%
2,564
-400
1697
$37K ﹤0.01%
804
+154
1698
$37K ﹤0.01%
650
1699
$37K ﹤0.01%
1,871
-1,094
1700
$37K ﹤0.01%
964
+379
66 67
68
69 70