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
1826
$31K ﹤0.01%
958
+300
1827
$31K ﹤0.01%
+1,269
1828
$31K ﹤0.01%
+1,100
1829
$31K ﹤0.01%
2,599
+35
1830
$31K ﹤0.01%
1,610
+153
1831
$31K ﹤0.01%
480
+230
1832
$31K ﹤0.01%
2,756
+16
1833
$31K ﹤0.01%
+290
1834
$31K ﹤0.01%
5,473
1835
$30K ﹤0.01%
1,063
1836
$30K ﹤0.01%
+5,600
1837
$30K ﹤0.01%
5,650
-350
1838
$30K ﹤0.01%
4,180
+500
1839
$30K ﹤0.01%
3,028
-500
1840
$30K ﹤0.01%
3,525
1841
$30K ﹤0.01%
4,590
+300
1842
$30K ﹤0.01%
2,000
1843
$30K ﹤0.01%
1,668
+209
1844
$30K ﹤0.01%
13,099
+5,574
1845
$30K ﹤0.01%
950
+650
1846
$30K ﹤0.01%
3,269
-1,629
1847
$30K ﹤0.01%
150
1848
$30K ﹤0.01%
991
+500
1849
$30K ﹤0.01%
8
+2
1850
$30K ﹤0.01%
518
+112
72 73
74
75 76