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
201
$1.44M 0.03%
31,898
+14,432
202
$1.43M 0.03%
42,434
+16,793
203
$1.42M 0.03%
12,596
-3,619
204
$1.4M 0.03%
70,076
+8,944
205
$1.4M 0.03%
12,257
+3,029
206
$1.39M 0.03%
29,038
+1,327
207
$1.39M 0.03%
38,213
-483
208
$1.39M 0.03%
52,739
+453
209
$1.39M 0.03%
15,384
+7,490
210
$1.38M 0.03%
53,811
+22,061
211
$1.38M 0.03%
41,688
+8,446
212
$1.38M 0.03%
21,807
+3,207
213
$1.38M 0.03%
38,565
+4,541
214
$1.37M 0.03%
18,165
+900
215
$1.33M 0.03%
20,611
+2,096
216
$1.33M 0.03%
63,110
+1,149
217
$1.33M 0.03%
20,898
+1,743
218
$1.31M 0.03%
41,223
+11,623
219
$1.31M 0.03%
15,472
-642
220
$1.28M 0.03%
17,790
+4,098
221
$1.28M 0.03%
18,636
+6,966
222
$1.28M 0.03%
18,312
+3,804
223
$1.27M 0.03%
9,912
-254
224
$1.26M 0.03%
31,012
-323
225
$1.26M 0.02%
49,269
+11,740
7 8
9
10 11