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
151
$1.98M 0.04%
77,563
+5,844
152
$1.96M 0.04%
12,972
+1,485
153
$1.95M 0.04%
24,941
+3,653
154
$1.95M 0.04%
145,000
155
$1.94M 0.04%
40,326
+3,132
156
$1.93M 0.04%
21,379
-1,491
157
$1.93M 0.04%
55,270
+26,268
158
$1.92M 0.04%
2,083
159
$1.89M 0.04%
18,023
-1,034
160
$1.85M 0.04%
15,427
+5,014
161
$1.83M 0.04%
22,550
+6,216
162
$1.82M 0.04%
41,800
+5,318
163
$1.81M 0.04%
52,489
-4,900
164
$1.79M 0.04%
26,200
-547
165
$1.79M 0.04%
33,698
+4,975
166
$1.79M 0.04%
55,234
+2,732
167
$1.77M 0.04%
29,116
+17,297
168
$1.77M 0.04%
53,378
-546
169
$1.74M 0.03%
43,277
+843
170
$1.73M 0.03%
118,795
-2,564
171
$1.73M 0.03%
40,538
172
$1.7M 0.03%
43,866
+2,561
173
$1.68M 0.03%
115,912
+905
174
$1.67M 0.03%
+37,001
175
$1.66M 0.03%
21,588
+13,458
5 6
7
8 9