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
2426
$10K ﹤0.01%
+1,000
2427
$10K ﹤0.01%
400
2428
$10K ﹤0.01%
+260
2429
$10K ﹤0.01%
2,000
2430
$10K ﹤0.01%
+1,000
2431
$10K ﹤0.01%
264
2432
$10K ﹤0.01%
+308
2433
$10K ﹤0.01%
525
-1,500
2434
$10K ﹤0.01%
+583
2435
$10K ﹤0.01%
445
2436
$10K ﹤0.01%
+239
2437
$10K ﹤0.01%
564
+432
2438
$10K ﹤0.01%
1,000
-4,000
2439
$10K ﹤0.01%
416
2440
$10K ﹤0.01%
+200
2441
$10K ﹤0.01%
7,666
-1,000
2442
$10K ﹤0.01%
190
+150
2443
$10K ﹤0.01%
+800
2444
$10K ﹤0.01%
408
2445
$10K ﹤0.01%
24
2446
$10K ﹤0.01%
64
2447
$10K ﹤0.01%
+163
2448
$10K ﹤0.01%
242
-400
2449
$10K ﹤0.01%
+90
2450
$10K ﹤0.01%
+195
96 97
98
99 100