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
1951
$25K ﹤0.01%
1,626
1952
$25K ﹤0.01%
1,290
-577
1953
$25K ﹤0.01%
834
+259
1954
$25K ﹤0.01%
2,017
+283
1955
$25K ﹤0.01%
285
-151
1956
$25K ﹤0.01%
2,000
+1,000
1957
$25K ﹤0.01%
3,425
+1,000
1958
$25K ﹤0.01%
1,040
1959
$25K ﹤0.01%
1,492
+592
1960
$25K ﹤0.01%
1,000
1961
$25K ﹤0.01%
500
-100
1962
$25K ﹤0.01%
299
-70
1963
$25K ﹤0.01%
1,158
+402
1964
$25K ﹤0.01%
500
+400
1965
$25K ﹤0.01%
681
1966
– –
0
1967
$25K ﹤0.01%
2,000
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%
405
-1,832
1973
$24K ﹤0.01%
+4,576
1974
$24K ﹤0.01%
3,373
+3,000
1975
$24K ﹤0.01%
984
+535
77 78
79
80 81