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
176
$1.66M 0.03%
17,876
+2,031
177
$1.66M 0.03%
68,011
+34,626
178
$1.64M 0.03%
40,685
-6,024
179
$1.63M 0.03%
28,449
+225
180
$1.63M 0.03%
20,182
-1,606
181
$1.63M 0.03%
21,554
+2,420
182
$1.62M 0.03%
130,541
+12,792
183
$1.62M 0.03%
45,191
+6,024
184
$1.62M 0.03%
15,494
+8,174
185
$1.59M 0.03%
11,949
+2,142
186
$1.58M 0.03%
23,510
-2,360
187
$1.58M 0.03%
39,650
188
$1.58M 0.03%
21,428
-42
189
$1.57M 0.03%
27,121
+1,813
190
$1.52M 0.03%
27,525
+4,353
191
$1.5M 0.03%
25,805
+4,516
192
$1.49M 0.03%
17,883
+3,927
193
$1.49M 0.03%
5,699
+1,832
194
$1.49M 0.03%
44,887
-4,798
195
$1.49M 0.03%
62,400
-2,800
196
$1.47M 0.03%
28,014
+7,851
197
$1.46M 0.03%
22,326
+5,874
198
$1.45M 0.03%
625,834
199
$1.45M 0.03%
22,602
+1,095
200
$1.44M 0.03%
55,448
+1,434
6 7
8
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