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
2001
$23K ﹤0.01%
1,216
2002
$23K ﹤0.01%
1,048
+408
2003
$23K ﹤0.01%
1,281
+700
2004
$23K ﹤0.01%
191
-2,620
2005
$23K ﹤0.01%
2,762
-6,296
2006
$23K ﹤0.01%
2,500
-1,000
2007
$23K ﹤0.01%
+44
2008
$23K ﹤0.01%
969
+707
2009
$23K ﹤0.01%
250
2010
$23K ﹤0.01%
1,490
2011
$23K ﹤0.01%
1,540
2012
$23K ﹤0.01%
759
+235
2013
$23K ﹤0.01%
500
-30
2014
$22K ﹤0.01%
+500
2015
$22K ﹤0.01%
475
-263
2016
$22K ﹤0.01%
+1,835
2017
$22K ﹤0.01%
1,000
2018
$22K ﹤0.01%
652
2019
$22K ﹤0.01%
600
2020
$22K ﹤0.01%
2,339
+89
2021
$22K ﹤0.01%
408
2022
$22K ﹤0.01%
+368
2023
$22K ﹤0.01%
700
-50
2024
$22K ﹤0.01%
808
2025
$22K ﹤0.01%
4,200
79 80
81
82 83