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
1851
$30K ﹤0.01%
2,208
1852
$30K ﹤0.01%
3,700
1853
$30K ﹤0.01%
3,030
+1,927
1854
$30K ﹤0.01%
2,224
1855
$30K ﹤0.01%
2,058
1856
$30K ﹤0.01%
2,000
1857
$30K ﹤0.01%
1,500
1858
$29K ﹤0.01%
642
+303
1859
$29K ﹤0.01%
1,058
+4
1860
$29K ﹤0.01%
632
1861
$29K ﹤0.01%
2,300
1862
$29K ﹤0.01%
131
+86
1863
$29K ﹤0.01%
+1,860
1864
$29K ﹤0.01%
2,224
-1,000
1865
$29K ﹤0.01%
500
1866
$29K ﹤0.01%
923
1867
$29K ﹤0.01%
2,218
+288
1868
$29K ﹤0.01%
1,484
-1,464
1869
$29K ﹤0.01%
+1,700
1870
$29K ﹤0.01%
3,916
-24,600
1871
$29K ﹤0.01%
11,000
+6,700
1872
$29K ﹤0.01%
1,066
1873
$28K ﹤0.01%
1,522
1874
$28K ﹤0.01%
940
1875
$28K ﹤0.01%
1,602
-200
73 74
75
76 77