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
2451
$10K ﹤0.01%
250
-150
2452
$10K ﹤0.01%
468
2453
$10K ﹤0.01%
1,000
2454
$10K ﹤0.01%
500
2455
$10K ﹤0.01%
200
+100
2456
$10K ﹤0.01%
500
+294
2457
$10K ﹤0.01%
+308
2458
$10K ﹤0.01%
525
-1,500
2459
$10K ﹤0.01%
+583
2460
$10K ﹤0.01%
445
2461
$10K ﹤0.01%
190
+150
2462
$10K ﹤0.01%
+800
2463
$9K ﹤0.01%
200
2464
$9K ﹤0.01%
5,400
+5,000
2465
$9K ﹤0.01%
1,300
+300
2466
$9K ﹤0.01%
+833
2467
$9K ﹤0.01%
1,003
+503
2468
$9K ﹤0.01%
+1,013
2469
$9K ﹤0.01%
76
2470
$9K ﹤0.01%
790
+750
2471
$9K ﹤0.01%
300
2472
$9K ﹤0.01%
300
2473
$9K ﹤0.01%
+490
2474
$9K ﹤0.01%
264
-73,492
2475
$9K ﹤0.01%
500
-1,500
97 98
99
100 101