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
1726
$36K ﹤0.01%
4,043
-730
1727
$35K ﹤0.01%
+5,598
1728
$35K ﹤0.01%
5,220
-73
1729
$35K ﹤0.01%
1,208
+16
1730
$35K ﹤0.01%
755
1731
$35K ﹤0.01%
16
-32
1732
$35K ﹤0.01%
1,609
+889
1733
$35K ﹤0.01%
728
1734
$35K ﹤0.01%
400
1735
$35K ﹤0.01%
710
+110
1736
$35K ﹤0.01%
1,600
+600
1737
$35K ﹤0.01%
1,090
+73
1738
$35K ﹤0.01%
2,740
-573
1739
$35K ﹤0.01%
1,864
-122
1740
$35K ﹤0.01%
145
+40
1741
$35K ﹤0.01%
1,507
-464
1742
$35K ﹤0.01%
3,126
-1,800
1743
$35K ﹤0.01%
2,650
1744
$35K ﹤0.01%
1,251
-100
1745
$35K ﹤0.01%
1,220
1746
$34K ﹤0.01%
4,033
+1,211
1747
$34K ﹤0.01%
2,294
1748
$34K ﹤0.01%
587
+487
1749
$34K ﹤0.01%
2,209
-13,791
1750
$34K ﹤0.01%
1,002
+196
68 69
70
71 72