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
2451
$10K ﹤0.01%
600
2452
$10K ﹤0.01%
1,000
2453
$10K ﹤0.01%
300
2454
$10K ﹤0.01%
200
2455
$10K ﹤0.01%
+200
2456
$10K ﹤0.01%
700
2457
$10K ﹤0.01%
1,000
2458
$10K ﹤0.01%
250
-150
2459
$10K ﹤0.01%
468
2460
$10K ﹤0.01%
1,000
2461
$10K ﹤0.01%
500
2462
$10K ﹤0.01%
200
+100
2463
$10K ﹤0.01%
500
+294
2464
$9K ﹤0.01%
300
2465
$9K ﹤0.01%
300
2466
$9K ﹤0.01%
+600
2467
$9K ﹤0.01%
+490
2468
$9K ﹤0.01%
264
-73,492
2469
$9K ﹤0.01%
500
-1,500
2470
$9K ﹤0.01%
+300
2471
$9K ﹤0.01%
229
-59
2472
$9K ﹤0.01%
1,000
2473
$9K ﹤0.01%
358
+1
2474
$9K ﹤0.01%
9,035
2475
$9K ﹤0.01%
1,003
+503
97 98
99
100 101