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
1951
– –
0
1952
$25K ﹤0.01%
2,000
1953
$25K ﹤0.01%
822
+2
1954
$25K ﹤0.01%
1,040
1955
$25K ﹤0.01%
1,626
1956
$25K ﹤0.01%
834
+259
1957
$25K ﹤0.01%
2,017
+283
1958
$25K ﹤0.01%
285
-151
1959
$25K ﹤0.01%
2,000
+1,000
1960
$25K ﹤0.01%
3,425
+1,000
1961
$25K ﹤0.01%
1,040
1962
$25K ﹤0.01%
1,492
+592
1963
$25K ﹤0.01%
1,000
1964
$25K ﹤0.01%
500
-100
1965
$25K ﹤0.01%
299
-70
1966
$25K ﹤0.01%
1,158
+402
1967
$25K ﹤0.01%
500
+400
1968
$25K ﹤0.01%
1,650
1969
$25K ﹤0.01%
560
1970
$25K ﹤0.01%
4,125
+200
1971
$25K ﹤0.01%
2,650
+650
1972
$24K ﹤0.01%
1,720
+50
1973
$24K ﹤0.01%
350
1974
$24K ﹤0.01%
630
1975
$24K ﹤0.01%
405
-1,832
77 78
79
80 81