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
2251
$14K ﹤0.01%
1,700
2252
$14K ﹤0.01%
1,100
+650
2253
$14K ﹤0.01%
294
2254
$14K ﹤0.01%
144
-275
2255
$14K ﹤0.01%
1,947
+801
2256
$14K ﹤0.01%
539
+486
2257
$14K ﹤0.01%
500
2258
$14K ﹤0.01%
762
+217
2259
$14K ﹤0.01%
373
-195
2260
$14K ﹤0.01%
1,000
-500
2261
$14K ﹤0.01%
1,072
+875
2262
$14K ﹤0.01%
427
2263
$14K ﹤0.01%
277
+85
2264
$14K ﹤0.01%
1,150
2265
$14K ﹤0.01%
1,500
-300
2266
$14K ﹤0.01%
1,400
+300
2267
$14K ﹤0.01%
+306
2268
$14K ﹤0.01%
1,167
+861
2269
$14K ﹤0.01%
367
+360
2270
$14K ﹤0.01%
614
2271
$14K ﹤0.01%
203
-203
2272
$14K ﹤0.01%
+1,000
2273
$14K ﹤0.01%
547
-989
2274
$14K ﹤0.01%
104
-96
2275
$14K ﹤0.01%
775
89 90
91
92 93