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
$11.3B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,351
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$124M
3
+$88.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$61M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$52.1M

Top Sells

1
+$52.4M
2
+$49.2M
3
+$27.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$25.4M
5
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$22M

Sector Composition

1 Energy 5.51%
2 Financials 4.68%
3 Technology 3.79%
4 Healthcare 2.54%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$27K ﹤0.01%
+690
2477
$27K ﹤0.01%
+900
2478
$27K ﹤0.01%
+2,000
2479
$26K ﹤0.01%
+8,781
2480
$26K ﹤0.01%
+1,801
2481
$26K ﹤0.01%
+8,013
2482
$26K ﹤0.01%
+2,027
2483
$26K ﹤0.01%
+764
2484
$26K ﹤0.01%
+690
2485
$26K ﹤0.01%
+562
2486
$26K ﹤0.01%
+945
2487
$26K ﹤0.01%
+900
2488
$26K ﹤0.01%
+2,000
2489
$26K ﹤0.01%
+2,029
2490
$26K ﹤0.01%
+1,287
2491
$26K ﹤0.01%
+1,000
2492
$26K ﹤0.01%
+1,482
2493
$26K ﹤0.01%
+925
2494
$26K ﹤0.01%
+596
2495
$26K ﹤0.01%
+805
2496
$26K ﹤0.01%
+502
2497
$26K ﹤0.01%
+2,000
2498
$26K ﹤0.01%
+1,161
2499
$26K ﹤0.01%
+2,940
2500
$26K ﹤0.01%
+1,000
98 99
100
101 102