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
1876
$28K ﹤0.01%
1,530
+700
1877
$28K ﹤0.01%
403
+300
1878
$28K ﹤0.01%
1,170
+400
1879
$28K ﹤0.01%
715
+200
1880
$28K ﹤0.01%
492
-40
1881
$28K ﹤0.01%
377
-42
1882
$28K ﹤0.01%
800
-250
1883
$28K ﹤0.01%
290
+90
1884
$28K ﹤0.01%
467
-1,300
1885
$28K ﹤0.01%
+5,725
1886
$28K ﹤0.01%
400
1887
$28K ﹤0.01%
4,070
1888
$28K ﹤0.01%
500
1889
$28K ﹤0.01%
205
1890
$28K ﹤0.01%
2,400
+300
1891
$28K ﹤0.01%
1,334
1892
$28K ﹤0.01%
1,950
-1,113
1893
$28K ﹤0.01%
1,111
1894
$28K ﹤0.01%
1,695
1895
$28K ﹤0.01%
1,075
+5
1896
$28K ﹤0.01%
1,600
1897
$28K ﹤0.01%
3,284
+1,970
1898
$28K ﹤0.01%
378
+27
1899
$28K ﹤0.01%
2,300
+1,300
1900
$28K ﹤0.01%
1,400
+200
74 75
76
77 78