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
2401
$11K ﹤0.01%
+500
2402
$11K ﹤0.01%
145
+100
2403
$11K ﹤0.01%
500
-21
2404
$11K ﹤0.01%
1,000
2405
$11K ﹤0.01%
1,293
+483
2406
$11K ﹤0.01%
100
+67
2407
$11K ﹤0.01%
656
+100
2408
$11K ﹤0.01%
+322
2409
$11K ﹤0.01%
700
2410
$11K ﹤0.01%
400
-150
2411
$11K ﹤0.01%
+1,238
2412
$11K ﹤0.01%
1,771
+200
2413
$11K ﹤0.01%
1,500
2414
$11K ﹤0.01%
+1,300
2415
$11K ﹤0.01%
860
2416
$11K ﹤0.01%
1,030
2417
$11K ﹤0.01%
350
2418
$11K ﹤0.01%
1,816
+200
2419
$11K ﹤0.01%
1,000
2420
$11K ﹤0.01%
+679
2421
$10K ﹤0.01%
304
2422
$10K ﹤0.01%
42
+34
2423
$10K ﹤0.01%
+315
2424
$10K ﹤0.01%
435
2425
$10K ﹤0.01%
203
95 96
97
98 99