Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
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%
+239
2433
$10K ﹤0.01%
564
+432
2434
$10K ﹤0.01%
1,000
-4,000
2435
$10K ﹤0.01%
416
2436
$10K ﹤0.01%
+200
2437
$10K ﹤0.01%
7,666
-1,000
2438
$10K ﹤0.01%
408
2439
$10K ﹤0.01%
24
2440
$10K ﹤0.01%
64
2441
$10K ﹤0.01%
+163
2442
$10K ﹤0.01%
242
-400
2443
$10K ﹤0.01%
+90
2444
$10K ﹤0.01%
+195
2445
$10K ﹤0.01%
600
2446
$10K ﹤0.01%
1,000
2447
$10K ﹤0.01%
300
2448
$10K ﹤0.01%
200
2449
$10K ﹤0.01%
+200
2450
$10K ﹤0.01%
1,000
96 97
98
99 100