Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
2351
$12K ﹤0.01%
+100
2352
$12K ﹤0.01%
358
2353
$12K ﹤0.01%
246
+10
2354
$12K ﹤0.01%
669
2355
$12K ﹤0.01%
200
+100
2356
$12K ﹤0.01%
1,870
+770
2357
$12K ﹤0.01%
+1,250
2358
$12K ﹤0.01%
108
+65
2359
$12K ﹤0.01%
700
-1,483
2360
$12K ﹤0.01%
+250
2361
$12K ﹤0.01%
647
2362
$12K ﹤0.01%
13,100
2363
$12K ﹤0.01%
137
2364
$12K ﹤0.01%
451
2365
$12K ﹤0.01%
+900
2366
$12K ﹤0.01%
+300
2367
$11K ﹤0.01%
3,145
-502
2368
$11K ﹤0.01%
700
2369
$11K ﹤0.01%
1,846
+1,491
2370
$11K ﹤0.01%
404
+300
2371
$11K ﹤0.01%
247
2372
$11K ﹤0.01%
+4,596
2373
$11K ﹤0.01%
882
-1,250
2374
$11K ﹤0.01%
1,426
+314
2375
$11K ﹤0.01%
146
93 94
95
96 97