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
2076
$20K ﹤0.01%
1,000
-1,000
2077
$20K ﹤0.01%
1,150
2078
$20K ﹤0.01%
1,000
2079
$20K ﹤0.01%
633
+460
2080
$20K ﹤0.01%
+564
2081
$20K ﹤0.01%
1,853
+1,232
2082
$20K ﹤0.01%
1,144
-856
2083
$20K ﹤0.01%
160
+100
2084
$20K ﹤0.01%
1,484
2085
$20K ﹤0.01%
+1,201
2086
$20K ﹤0.01%
817
-136
2087
$20K ﹤0.01%
248
2088
$20K ﹤0.01%
996
2089
$20K ﹤0.01%
+1,791
2090
$20K ﹤0.01%
288
2091
$20K ﹤0.01%
2,202
+2,087
2092
$20K ﹤0.01%
580
+200
2093
$20K ﹤0.01%
1,100
+1,027
2094
$20K ﹤0.01%
1,723
+223
2095
$20K ﹤0.01%
+500
2096
$20K ﹤0.01%
1,000
2097
$20K ﹤0.01%
800
-865
2098
$20K ﹤0.01%
+662
2099
$20K ﹤0.01%
+538
2100
$20K ﹤0.01%
306
82 83
84
85 86