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
1776
$33K ﹤0.01%
1,375
-300
1777
$33K ﹤0.01%
+374
1778
$33K ﹤0.01%
71
+21
1779
$33K ﹤0.01%
436
+20
1780
$33K ﹤0.01%
5,290
1781
$33K ﹤0.01%
491
1782
$33K ﹤0.01%
652
+8
1783
$32K ﹤0.01%
2,257
-782
1784
$32K ﹤0.01%
233
+134
1785
$32K ﹤0.01%
653
+266
1786
$32K ﹤0.01%
531
1787
$32K ﹤0.01%
433
1788
$32K ﹤0.01%
1,061
+25
1789
$32K ﹤0.01%
5,120
1790
$32K ﹤0.01%
+2,000
1791
$32K ﹤0.01%
+19,400
1792
$32K ﹤0.01%
4,296
1793
$32K ﹤0.01%
2,059
1794
$32K ﹤0.01%
602
+213
1795
$32K ﹤0.01%
1,592
-5,000
1796
$32K ﹤0.01%
3,391
1797
$32K ﹤0.01%
22,000
1798
$32K ﹤0.01%
676
+414
1799
$32K ﹤0.01%
450
+440
1800
$32K ﹤0.01%
7
70 71
72
73 74