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
2226
$15K ﹤0.01%
3,282
+3,000
2227
$15K ﹤0.01%
400
2228
$15K ﹤0.01%
1,042
+1,000
2229
$15K ﹤0.01%
2,035
+500
2230
$15K ﹤0.01%
400
+100
2231
$15K ﹤0.01%
500
2232
$15K ﹤0.01%
1,416
2233
$15K ﹤0.01%
3,110
+2,000
2234
$15K ﹤0.01%
222
2235
$15K ﹤0.01%
1
2236
$15K ﹤0.01%
554
+160
2237
$15K ﹤0.01%
1,100
2238
$15K ﹤0.01%
1,146
+300
2239
$15K ﹤0.01%
+1,020
2240
$15K ﹤0.01%
2,268
-746
2241
$15K ﹤0.01%
250
-900
2242
$15K ﹤0.01%
+774
2243
$15K ﹤0.01%
591
2244
$15K ﹤0.01%
1,373
2245
$15K ﹤0.01%
1,630
-400
2246
$15K ﹤0.01%
151
+16
2247
$15K ﹤0.01%
1,000
-767
2248
$15K ﹤0.01%
600
+400
2249
$14K ﹤0.01%
144
-275
2250
$14K ﹤0.01%
354
-979
88 89
90
91 92