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
2301
$13K ﹤0.01%
140
-10
2302
$13K ﹤0.01%
192
2303
$13K ﹤0.01%
2,261
+1,430
2304
$13K ﹤0.01%
+425
2305
$13K ﹤0.01%
+57
2306
$13K ﹤0.01%
180
-870
2307
$13K ﹤0.01%
455
+55
2308
$13K ﹤0.01%
+1,000
2309
$13K ﹤0.01%
300
2310
$13K ﹤0.01%
+247
2311
$13K ﹤0.01%
+300
2312
$13K ﹤0.01%
+500
2313
$13K ﹤0.01%
642
2314
$13K ﹤0.01%
300
-200
2315
$13K ﹤0.01%
600
+500
2316
$13K ﹤0.01%
260
-554
2317
$13K ﹤0.01%
2,000
2318
$13K ﹤0.01%
1,488
2319
$12K ﹤0.01%
+542
2320
$12K ﹤0.01%
731
2321
$12K ﹤0.01%
3,500
+2,200
2322
$12K ﹤0.01%
320
+220
2323
$12K ﹤0.01%
+300
2324
$12K ﹤0.01%
+200
2325
$12K ﹤0.01%
797
+712
91 92
93
94 95