Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
+$73.7M
2
+$53.9M
3
+$46M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$37.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.7M

Top Sells

1
+$10.3M
2
+$8.28M
3
+$6.77M
4
SLV icon
iShares Silver Trust
SLV
+$5.88M
5
BP icon
BP
BP
+$3.81M

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%
+542
2327
$12K ﹤0.01%
731
2328
$12K ﹤0.01%
3,500
+2,200
2329
$12K ﹤0.01%
320
+220
2330
$12K ﹤0.01%
+300
2331
$12K ﹤0.01%
+200
2332
$12K ﹤0.01%
797
+712
2333
$12K ﹤0.01%
442
-1,200
2334
$12K ﹤0.01%
210
+10
2335
$12K ﹤0.01%
250
2336
$12K ﹤0.01%
305
+105
2337
$12K ﹤0.01%
600
2338
$12K ﹤0.01%
400
2339
$12K ﹤0.01%
470
2340
$12K ﹤0.01%
+563
2341
$12K ﹤0.01%
230
+204
2342
$12K ﹤0.01%
+450
2343
$12K ﹤0.01%
1,000
2344
$12K ﹤0.01%
+100
2345
$12K ﹤0.01%
358
2346
$12K ﹤0.01%
669
2347
$12K ﹤0.01%
200
+100
2348
$12K ﹤0.01%
1,870
+770
2349
$12K ﹤0.01%
197
+102
2350
$12K ﹤0.01%
+194
92 93
94
95 96