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
2376
$11K ﹤0.01%
240
2377
$11K ﹤0.01%
53
-5
2378
$11K ﹤0.01%
422
+200
2379
$11K ﹤0.01%
1,046
2380
$11K ﹤0.01%
+500
2381
$11K ﹤0.01%
145
+100
2382
$11K ﹤0.01%
500
-21
2383
$11K ﹤0.01%
1,293
+483
2384
$11K ﹤0.01%
1,771
+200
2385
$11K ﹤0.01%
1,500
2386
$11K ﹤0.01%
860
2387
$11K ﹤0.01%
350
2388
$11K ﹤0.01%
342
+272
2389
$11K ﹤0.01%
400
2390
$11K ﹤0.01%
+600
2391
$11K ﹤0.01%
600
-100
2392
$11K ﹤0.01%
748
+688
2393
$11K ﹤0.01%
+250
2394
$11K ﹤0.01%
900
2395
$11K ﹤0.01%
350
2396
$11K ﹤0.01%
349
2397
$11K ﹤0.01%
+500
2398
$11K ﹤0.01%
300
2399
$11K ﹤0.01%
780
2400
$11K ﹤0.01%
753
94 95
96
97 98