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
2026
$22K ﹤0.01%
463
-292
2027
$22K ﹤0.01%
+3,000
2028
$22K ﹤0.01%
400
+200
2029
$22K ﹤0.01%
516
+428
2030
$22K ﹤0.01%
450
+300
2031
$22K ﹤0.01%
1,007
+139
2032
$22K ﹤0.01%
5,346
+2,646
2033
$22K ﹤0.01%
2,100
-1,706
2034
$22K ﹤0.01%
310
2035
$22K ﹤0.01%
598
2036
$22K ﹤0.01%
787
+720
2037
$22K ﹤0.01%
+400
2038
$22K ﹤0.01%
473
2039
$22K ﹤0.01%
+400
2040
$22K ﹤0.01%
2,607
+2,000
2041
$22K ﹤0.01%
700
+500
2042
$22K ﹤0.01%
900
+100
2043
$22K ﹤0.01%
925
2044
$22K ﹤0.01%
437
-200
2045
$21K ﹤0.01%
700
2046
$21K ﹤0.01%
274
+171
2047
$21K ﹤0.01%
1,100
-500
2048
$21K ﹤0.01%
190
2049
$21K ﹤0.01%
1,507
-1,610
2050
$21K ﹤0.01%
660
+100
80 81
82
83 84