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
2276
$14K ﹤0.01%
2,050
2277
$14K ﹤0.01%
+80
2278
$14K ﹤0.01%
+1,100
2279
$14K ﹤0.01%
311
+80
2280
$14K ﹤0.01%
7,131
+3,147
2281
$14K ﹤0.01%
715
+155
2282
$13K ﹤0.01%
+1,000
2283
$13K ﹤0.01%
294
+87
2284
$13K ﹤0.01%
+2,000
2285
$13K ﹤0.01%
229
+42
2286
$13K ﹤0.01%
550
+50
2287
$13K ﹤0.01%
597
-811
2288
$13K ﹤0.01%
1,685
+185
2289
$13K ﹤0.01%
299
+150
2290
$13K ﹤0.01%
2,600
-500
2291
$13K ﹤0.01%
400
-1,000
2292
$13K ﹤0.01%
145
2293
$13K ﹤0.01%
+4,470
2294
$13K ﹤0.01%
+800
2295
$13K ﹤0.01%
1,460
+1,000
2296
$13K ﹤0.01%
6,057
-7,093
2297
$13K ﹤0.01%
+140
2298
$13K ﹤0.01%
+400
2299
$13K ﹤0.01%
+1,000
2300
$13K ﹤0.01%
200
90 91
92
93 94