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
2326
$12K ﹤0.01%
442
-1,200
2327
$12K ﹤0.01%
210
+10
2328
$12K ﹤0.01%
400
2329
$12K ﹤0.01%
470
2330
$12K ﹤0.01%
1,000
2331
$12K ﹤0.01%
+100
2332
$12K ﹤0.01%
358
2333
$12K ﹤0.01%
246
+10
2334
$12K ﹤0.01%
669
2335
$12K ﹤0.01%
200
+100
2336
$12K ﹤0.01%
1,870
+770
2337
$12K ﹤0.01%
197
+102
2338
$12K ﹤0.01%
+1,250
2339
$12K ﹤0.01%
+194
2340
$12K ﹤0.01%
108
+65
2341
$12K ﹤0.01%
700
-1,483
2342
$12K ﹤0.01%
+250
2343
$12K ﹤0.01%
3,800
2344
$12K ﹤0.01%
647
2345
$12K ﹤0.01%
13,100
2346
$12K ﹤0.01%
200
2347
$12K ﹤0.01%
2,700
-600
2348
$12K ﹤0.01%
1,450
2349
$12K ﹤0.01%
137
2350
$12K ﹤0.01%
196
+115
92 93
94
95 96