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
2101
$20K ﹤0.01%
2,100
+1,100
2102
$20K ﹤0.01%
1,000
2103
$20K ﹤0.01%
1,723
+223
2104
$20K ﹤0.01%
+500
2105
$20K ﹤0.01%
1,000
2106
$19K ﹤0.01%
800
+300
2107
$19K ﹤0.01%
550
-2,000
2108
$19K ﹤0.01%
1,400
2109
$19K ﹤0.01%
1,306
+1,000
2110
$19K ﹤0.01%
1,012
+3
2111
$19K ﹤0.01%
2,061
+5
2112
$19K ﹤0.01%
390
+76
2113
$19K ﹤0.01%
1,365
-3,823
2114
$19K ﹤0.01%
366
+231
2115
$19K ﹤0.01%
2,008
+110
2116
$19K ﹤0.01%
303
-1,429
2117
$19K ﹤0.01%
2,600
2118
$19K ﹤0.01%
2,310
2119
$19K ﹤0.01%
170
2120
$19K ﹤0.01%
257
2121
$19K ﹤0.01%
1,666
+1,591
2122
$19K ﹤0.01%
457
+200
2123
$19K ﹤0.01%
935
+670
2124
$19K ﹤0.01%
9,400
2125
$19K ﹤0.01%
30,500
-100,100
83 84
85
86 87