Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
2176
$17K ﹤0.01%
2,850
+1,500
2177
$17K ﹤0.01%
3,000
2178
$17K ﹤0.01%
+383
2179
$17K ﹤0.01%
1,047
-395
2180
$17K ﹤0.01%
208
+8
2181
$17K ﹤0.01%
1,280
+21
2182
$16K ﹤0.01%
+400
2183
$16K ﹤0.01%
257
+223
2184
$16K ﹤0.01%
327
-50
2185
$16K ﹤0.01%
87
+60
2186
$16K ﹤0.01%
+821
2187
$16K ﹤0.01%
125
+11
2188
$16K ﹤0.01%
667
+2
2189
$16K ﹤0.01%
208
+108
2190
$16K ﹤0.01%
2,850
+200
2191
$16K ﹤0.01%
548
-801
2192
$16K ﹤0.01%
1,023
+4
2193
$16K ﹤0.01%
1,282
2194
$16K ﹤0.01%
+340
2195
$16K ﹤0.01%
581
-90
2196
$16K ﹤0.01%
1,300
2197
$16K ﹤0.01%
+200
2198
$16K ﹤0.01%
700
2199
$16K ﹤0.01%
1,278
2200
$16K ﹤0.01%
744
+363
86 87
88
89 90