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
1926
$26K ﹤0.01%
+200
1927
$26K ﹤0.01%
2,000
1928
$26K ﹤0.01%
1,209
+1
1929
$26K ﹤0.01%
1,850
1930
$26K ﹤0.01%
1,000
1931
$26K ﹤0.01%
900
1932
$26K ﹤0.01%
+2,627
1933
$26K ﹤0.01%
493
1934
$26K ﹤0.01%
2,000
1935
$26K ﹤0.01%
780
1936
$26K ﹤0.01%
1,213
+8
1937
$26K ﹤0.01%
1,938
1938
$26K ﹤0.01%
476
1939
$26K ﹤0.01%
5,200
+1,200
1940
$26K ﹤0.01%
1,000
1941
$26K ﹤0.01%
420
1942
$26K ﹤0.01%
1,319
1943
$26K ﹤0.01%
+653
1944
$26K ﹤0.01%
1,834
+154
1945
$25K ﹤0.01%
2,482
+882
1946
$25K ﹤0.01%
1,092
+772
1947
$25K ﹤0.01%
8,181
-1,274
1948
$25K ﹤0.01%
1,189
1949
$25K ﹤0.01%
822
+2
1950
$25K ﹤0.01%
1,040
76 77
78
79 80