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
1726
$36K ﹤0.01%
4,043
-730
1727
$35K ﹤0.01%
1,090
+73
1728
$35K ﹤0.01%
5,220
-73
1729
$35K ﹤0.01%
1,208
+16
1730
$35K ﹤0.01%
755
1731
$35K ﹤0.01%
2,740
-573
1732
$35K ﹤0.01%
1,864
-122
1733
$35K ﹤0.01%
145
+40
1734
$35K ﹤0.01%
1,507
-464
1735
$35K ﹤0.01%
3,126
-1,800
1736
$35K ﹤0.01%
2,650
1737
$35K ﹤0.01%
1,251
-100
1738
$35K ﹤0.01%
16
-32
1739
$35K ﹤0.01%
1,609
+889
1740
$35K ﹤0.01%
728
1741
$35K ﹤0.01%
400
1742
$35K ﹤0.01%
1,220
1743
$35K ﹤0.01%
+5,598
1744
$35K ﹤0.01%
710
+110
1745
$35K ﹤0.01%
1,600
+600
1746
$34K ﹤0.01%
2,192
+39
1747
$34K ﹤0.01%
587
+487
1748
$34K ﹤0.01%
2,209
-13,791
1749
$34K ﹤0.01%
1,002
+196
1750
$34K ﹤0.01%
545
+201
68 69
70
71 72