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
2226
$15K ﹤0.01%
2,000
2227
$15K ﹤0.01%
+391
2228
$15K ﹤0.01%
591
2229
$15K ﹤0.01%
169
2230
$15K ﹤0.01%
3,282
+3,000
2231
$15K ﹤0.01%
400
2232
$15K ﹤0.01%
1,042
+1,000
2233
$15K ﹤0.01%
2,035
+500
2234
$15K ﹤0.01%
400
+100
2235
$15K ﹤0.01%
500
2236
$15K ﹤0.01%
1,373
2237
$15K ﹤0.01%
1,416
2238
$15K ﹤0.01%
3,110
+2,000
2239
$15K ﹤0.01%
222
2240
$15K ﹤0.01%
1,630
-400
2241
$15K ﹤0.01%
151
+16
2242
$15K ﹤0.01%
1,000
-767
2243
$15K ﹤0.01%
600
+400
2244
$15K ﹤0.01%
1
2245
$15K ﹤0.01%
554
+160
2246
$15K ﹤0.01%
1,100
2247
$15K ﹤0.01%
1,146
+300
2248
$15K ﹤0.01%
+1,020
2249
$15K ﹤0.01%
2,268
-746
2250
$14K ﹤0.01%
1,700
88 89
90
91 92