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
1776
$33K ﹤0.01%
436
+20
1777
$33K ﹤0.01%
5,290
1778
$33K ﹤0.01%
491
1779
$33K ﹤0.01%
864
1780
$33K ﹤0.01%
900
+700
1781
$33K ﹤0.01%
750
+250
1782
$33K ﹤0.01%
652
+8
1783
$32K ﹤0.01%
531
1784
$32K ﹤0.01%
4,296
1785
$32K ﹤0.01%
2,059
1786
$32K ﹤0.01%
602
+213
1787
$32K ﹤0.01%
2,257
-782
1788
$32K ﹤0.01%
233
+134
1789
$32K ﹤0.01%
653
+266
1790
$32K ﹤0.01%
433
1791
$32K ﹤0.01%
1,592
-5,000
1792
$32K ﹤0.01%
1,061
+25
1793
$32K ﹤0.01%
3,391
1794
$32K ﹤0.01%
22,000
1795
$32K ﹤0.01%
5,120
1796
$32K ﹤0.01%
+2,000
1797
$32K ﹤0.01%
676
+414
1798
$32K ﹤0.01%
450
+440
1799
$32K ﹤0.01%
7
1800
$32K ﹤0.01%
1,800
70 71
72
73 74