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