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
1926
$26K ﹤0.01%
476
1927
$26K ﹤0.01%
+653
1928
$26K ﹤0.01%
1,834
+154
1929
$26K ﹤0.01%
1,549
+1,136
1930
$26K ﹤0.01%
1,250
-2,324
1931
$26K ﹤0.01%
2,284
-1,849
1932
$26K ﹤0.01%
500
1933
$26K ﹤0.01%
+200
1934
$26K ﹤0.01%
2,000
1935
$26K ﹤0.01%
1,209
+1
1936
$26K ﹤0.01%
1,850
1937
$26K ﹤0.01%
493
1938
$26K ﹤0.01%
2,000
1939
$26K ﹤0.01%
1,213
+8
1940
$26K ﹤0.01%
1,938
1941
$26K ﹤0.01%
5,200
+1,200
1942
$26K ﹤0.01%
1,000
1943
$26K ﹤0.01%
420
1944
$26K ﹤0.01%
1,319
1945
$25K ﹤0.01%
1,092
+772
1946
$25K ﹤0.01%
8,181
-1,274
1947
$25K ﹤0.01%
1,189
1948
$25K ﹤0.01%
1,290
-577
1949
$25K ﹤0.01%
2,482
+882
1950
$25K ﹤0.01%
681
76 77
78
79 80