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
1751
$34K ﹤0.01%
+5,600
1752
$34K ﹤0.01%
1,000
1753
$34K ﹤0.01%
4,033
+1,211
1754
$34K ﹤0.01%
+1,000
1755
$34K ﹤0.01%
2,189
-240
1756
$34K ﹤0.01%
2,294
1757
$34K ﹤0.01%
1,742
-200
1758
$34K ﹤0.01%
2,668
1759
$34K ﹤0.01%
2,800
+300
1760
$34K ﹤0.01%
2,108
+108
1761
$34K ﹤0.01%
1,520
+1,200
1762
$33K ﹤0.01%
225
1763
$33K ﹤0.01%
882
1764
$33K ﹤0.01%
443
-61
1765
$33K ﹤0.01%
913
-7,288
1766
$33K ﹤0.01%
1,307
1767
$33K ﹤0.01%
1,646
-50
1768
$33K ﹤0.01%
1,375
-300
1769
$33K ﹤0.01%
757
+118
1770
$33K ﹤0.01%
1,240
1771
$33K ﹤0.01%
2,091
1772
$33K ﹤0.01%
1,058
1773
$33K ﹤0.01%
5,860
-100
1774
$33K ﹤0.01%
+374
1775
$33K ﹤0.01%
71
+21
69 70
71
72 73