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
1701
$37K ﹤0.01%
6,105
1702
$37K ﹤0.01%
796
-381
1703
$37K ﹤0.01%
7,558
+3,413
1704
$37K ﹤0.01%
553
+240
1705
$37K ﹤0.01%
1,000
+491
1706
$37K ﹤0.01%
2,218
1707
$37K ﹤0.01%
2,400
-1,000
1708
$37K ﹤0.01%
2,385
1709
$37K ﹤0.01%
4,129
+2,557
1710
$37K ﹤0.01%
1,250
1711
$37K ﹤0.01%
5,000
+4,450
1712
$36K ﹤0.01%
600
1713
$36K ﹤0.01%
850
1714
$36K ﹤0.01%
1,098
1715
$36K ﹤0.01%
699
1716
$36K ﹤0.01%
862
+1
1717
$36K ﹤0.01%
1,314
+267
1718
$36K ﹤0.01%
1,500
1719
$36K ﹤0.01%
428
+115
1720
$36K ﹤0.01%
1,978
+906
1721
$36K ﹤0.01%
+875
1722
$36K ﹤0.01%
2,042
+1,740
1723
$36K ﹤0.01%
1,800
+800
1724
$36K ﹤0.01%
2,703
+250
1725
$36K ﹤0.01%
1,500
67 68
69
70 71