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
1976
$24K ﹤0.01%
2,808
-11,925
1977
$24K ﹤0.01%
623
1978
$24K ﹤0.01%
350
1979
$24K ﹤0.01%
483
-362
1980
$24K ﹤0.01%
406
1981
$24K ﹤0.01%
741
+700
1982
$24K ﹤0.01%
850
+200
1983
$24K ﹤0.01%
526
-524
1984
$24K ﹤0.01%
572
+62
1985
$24K ﹤0.01%
630
1986
$24K ﹤0.01%
1,556
+1
1987
$24K ﹤0.01%
368
1988
$24K ﹤0.01%
1,720
+50
1989
$24K ﹤0.01%
500
+445
1990
$24K ﹤0.01%
2,023
+1,723
1991
$24K ﹤0.01%
1,700
+400
1992
$23K ﹤0.01%
524
+419
1993
$23K ﹤0.01%
1,622
-563
1994
$23K ﹤0.01%
+883
1995
$23K ﹤0.01%
+500
1996
$23K ﹤0.01%
2,000
1997
$23K ﹤0.01%
3,300
1998
$23K ﹤0.01%
1,812
+312
1999
$23K ﹤0.01%
923
+723
2000
$23K ﹤0.01%
+1,476
78 79
80
81 82