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
1901
$28K ﹤0.01%
+1,200
1902
$28K ﹤0.01%
500
-1,685
1903
$28K ﹤0.01%
323
-11
1904
$27K ﹤0.01%
2,000
1905
$27K ﹤0.01%
+553
1906
$27K ﹤0.01%
434
1907
$27K ﹤0.01%
2,000
1908
$27K ﹤0.01%
700
+300
1909
$27K ﹤0.01%
3,055
-1,000
1910
$27K ﹤0.01%
1,320
+301
1911
$27K ﹤0.01%
190
+129
1912
$27K ﹤0.01%
830
+300
1913
$27K ﹤0.01%
2,322
-1,000
1914
$27K ﹤0.01%
2,614
+518
1915
$27K ﹤0.01%
24
+20
1916
$27K ﹤0.01%
1,800
1917
$27K ﹤0.01%
3,685
+700
1918
$27K ﹤0.01%
894
1919
$27K ﹤0.01%
1,408
+400
1920
$27K ﹤0.01%
529
-1,471
1921
$26K ﹤0.01%
1,935
1922
$26K ﹤0.01%
1,549
+1,136
1923
$26K ﹤0.01%
1,250
-2,324
1924
$26K ﹤0.01%
2,284
-1,849
1925
$26K ﹤0.01%
500
75 76
77
78 79