Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
+$73.7M
2
+$53.9M
3
+$46M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$37.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.7M

Top Sells

1
+$10.3M
2
+$8.28M
3
+$6.77M
4
SLV icon
iShares Silver Trust
SLV
+$5.88M
5
BP icon
BP
BP
+$3.81M

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
2077
$20K ﹤0.01%
633
+460
2078
$20K ﹤0.01%
+564
2079
$20K ﹤0.01%
1,484
2080
$20K ﹤0.01%
1,100
+1,027
2081
$20K ﹤0.01%
+500
2082
$20K ﹤0.01%
+538
2083
$20K ﹤0.01%
306
2084
$20K ﹤0.01%
2,826
+11
2085
$20K ﹤0.01%
293
+130
2086
$20K ﹤0.01%
591
-94
2087
$20K ﹤0.01%
2,100
+1,100
2088
$20K ﹤0.01%
1,000
-1,000
2089
$20K ﹤0.01%
1,853
+1,232
2090
$20K ﹤0.01%
1,144
-856
2091
$20K ﹤0.01%
160
+100
2092
$20K ﹤0.01%
+1,201
2093
$20K ﹤0.01%
817
-136
2094
$20K ﹤0.01%
248
2095
$20K ﹤0.01%
996
2096
$20K ﹤0.01%
+1,791
2097
$20K ﹤0.01%
288
2098
$20K ﹤0.01%
1,793
+1,000
2099
$20K ﹤0.01%
2,202
+2,087
2100
$20K ﹤0.01%
580
+200
82 83
84
85 86