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
1826
$31K ﹤0.01%
2,599
+35
1827
$31K ﹤0.01%
1,610
+153
1828
$31K ﹤0.01%
480
+230
1829
$31K ﹤0.01%
1,300
1830
$31K ﹤0.01%
1,100
+200
1831
$31K ﹤0.01%
2,000
1832
$31K ﹤0.01%
2,756
+16
1833
$31K ﹤0.01%
+290
1834
$31K ﹤0.01%
5,473
1835
$30K ﹤0.01%
1,162
1836
$30K ﹤0.01%
1,668
+209
1837
$30K ﹤0.01%
1,063
1838
$30K ﹤0.01%
+5,600
1839
$30K ﹤0.01%
5,650
-350
1840
$30K ﹤0.01%
4,180
+500
1841
$30K ﹤0.01%
13,099
+5,574
1842
$30K ﹤0.01%
950
+650
1843
$30K ﹤0.01%
3,269
-1,629
1844
$30K ﹤0.01%
150
1845
$30K ﹤0.01%
991
+500
1846
$30K ﹤0.01%
8
+2
1847
$30K ﹤0.01%
3,028
-500
1848
$30K ﹤0.01%
3,525
1849
$30K ﹤0.01%
4,590
+300
1850
$30K ﹤0.01%
518
+112
72 73
74
75 76