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
2401
$11K ﹤0.01%
177
2402
$11K ﹤0.01%
+679
2403
$11K ﹤0.01%
2,320
2404
$11K ﹤0.01%
1,000
-1,277
2405
$11K ﹤0.01%
263
2406
$11K ﹤0.01%
562
-1,900
2407
$11K ﹤0.01%
2,600
+2,000
2408
$11K ﹤0.01%
1,281
2409
$11K ﹤0.01%
1,000
2410
$11K ﹤0.01%
100
+67
2411
$11K ﹤0.01%
656
+100
2412
$11K ﹤0.01%
+322
2413
$11K ﹤0.01%
700
2414
$11K ﹤0.01%
400
-150
2415
$11K ﹤0.01%
+1,238
2416
$11K ﹤0.01%
+1,300
2417
$11K ﹤0.01%
1,030
2418
$11K ﹤0.01%
1,816
+200
2419
$11K ﹤0.01%
1,000
2420
$10K ﹤0.01%
+260
2421
$10K ﹤0.01%
250
-150
2422
$10K ﹤0.01%
1,000
2423
$10K ﹤0.01%
500
2424
$10K ﹤0.01%
200
+100
2425
$10K ﹤0.01%
500
+294
95 96
97
98 99