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
1801
$32K ﹤0.01%
+19,400
1802
$32K ﹤0.01%
600
1803
$32K ﹤0.01%
3,000
-4,066
1804
$32K ﹤0.01%
600
+22
1805
$32K ﹤0.01%
+850
1806
$32K ﹤0.01%
4,471
1807
$32K ﹤0.01%
1,475
1808
$32K ﹤0.01%
7,054
-90
1809
$32K ﹤0.01%
2,459
1810
$32K ﹤0.01%
2,125
1811
$32K ﹤0.01%
1,385
+270
1812
$31K ﹤0.01%
+1,269
1813
$31K ﹤0.01%
749
+406
1814
$31K ﹤0.01%
2,000
-200
1815
$31K ﹤0.01%
1,010
1816
$31K ﹤0.01%
4,073
-11,724
1817
$31K ﹤0.01%
658
-450
1818
$31K ﹤0.01%
+3,075
1819
$31K ﹤0.01%
1,389
-5,493
1820
$31K ﹤0.01%
958
+300
1821
$31K ﹤0.01%
3,500
+800
1822
$31K ﹤0.01%
500
1823
$31K ﹤0.01%
+1,100
1824
$31K ﹤0.01%
+159
1825
$31K ﹤0.01%
1,245
+245
71 72
73
74 75