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
2126
$19K ﹤0.01%
1,666
+1,591
2127
$19K ﹤0.01%
457
+200
2128
$19K ﹤0.01%
935
+670
2129
$19K ﹤0.01%
9,400
2130
$19K ﹤0.01%
30,500
-100,100
2131
$19K ﹤0.01%
4,552
+4,253
2132
$19K ﹤0.01%
300
2133
$19K ﹤0.01%
758
2134
$19K ﹤0.01%
1,457
-350
2135
$19K ﹤0.01%
9,592
2136
$18K ﹤0.01%
705
+400
2137
$18K ﹤0.01%
986
2138
$18K ﹤0.01%
1,000
2139
$18K ﹤0.01%
+686
2140
$18K ﹤0.01%
2,653
+60
2141
$18K ﹤0.01%
980
2142
$18K ﹤0.01%
496
-28
2143
$18K ﹤0.01%
2,292
+236
2144
$18K ﹤0.01%
+705
2145
$18K ﹤0.01%
224
2146
$18K ﹤0.01%
68
-125
2147
$18K ﹤0.01%
1,300
2148
$18K ﹤0.01%
400
2149
$18K ﹤0.01%
300
2150
$18K ﹤0.01%
+668
84 85
86
87 88