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
2376
$11K ﹤0.01%
900
2377
$11K ﹤0.01%
700
2378
$11K ﹤0.01%
1,846
+1,491
2379
$11K ﹤0.01%
350
2380
$11K ﹤0.01%
349
2381
$11K ﹤0.01%
+500
2382
$11K ﹤0.01%
300
2383
$11K ﹤0.01%
780
2384
$11K ﹤0.01%
753
2385
$11K ﹤0.01%
177
2386
$11K ﹤0.01%
2,320
2387
$11K ﹤0.01%
1,000
-1,277
2388
$11K ﹤0.01%
404
+300
2389
$11K ﹤0.01%
247
2390
$11K ﹤0.01%
263
2391
$11K ﹤0.01%
562
-1,900
2392
$11K ﹤0.01%
2,600
+2,000
2393
$11K ﹤0.01%
+4,596
2394
$11K ﹤0.01%
882
-1,250
2395
$11K ﹤0.01%
1,281
2396
$11K ﹤0.01%
1,426
+314
2397
$11K ﹤0.01%
240
2398
$11K ﹤0.01%
53
-5
2399
$11K ﹤0.01%
422
+200
2400
$11K ﹤0.01%
1,046
94 95
96
97 98