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
2201
$16K ﹤0.01%
744
+363
2202
$16K ﹤0.01%
1,400
2203
$16K ﹤0.01%
+200
2204
$16K ﹤0.01%
1,491
-2,000
2205
$16K ﹤0.01%
1,000
2206
$16K ﹤0.01%
+4,340
2207
$16K ﹤0.01%
262
-50
2208
$16K ﹤0.01%
1,120
+420
2209
$16K ﹤0.01%
1,492
2210
$16K ﹤0.01%
600
2211
$16K ﹤0.01%
14,660
-1
2212
$16K ﹤0.01%
+800
2213
$15K ﹤0.01%
2,271
+21
2214
$15K ﹤0.01%
862
2215
$15K ﹤0.01%
280
2216
$15K ﹤0.01%
338
-49
2217
$15K ﹤0.01%
216
+100
2218
$15K ﹤0.01%
3,808
2219
$15K ﹤0.01%
250
-900
2220
$15K ﹤0.01%
+774
2221
$15K ﹤0.01%
467
+15
2222
$15K ﹤0.01%
+2,250
2223
$15K ﹤0.01%
609
-200
2224
$15K ﹤0.01%
1,501
+311
2225
$15K ﹤0.01%
760
-151
87 88
89
90 91