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
2526
$25K ﹤0.01%
+1,370
2527
$25K ﹤0.01%
1,000
2528
$25K ﹤0.01%
+9,000
2529
$25K ﹤0.01%
+1,000
2530
$25K ﹤0.01%
+1,386
2531
$25K ﹤0.01%
+349
2532
$25K ﹤0.01%
+731
2533
$25K ﹤0.01%
+1,440
2534
$25K ﹤0.01%
+423
2535
$25K ﹤0.01%
+1,800
2536
$25K ﹤0.01%
482
-26,000
2537
$25K ﹤0.01%
+279
2538
$25K ﹤0.01%
+400
2539
$25K ﹤0.01%
+500
2540
$25K ﹤0.01%
+3,700
2541
$24K ﹤0.01%
+1,200
2542
$24K ﹤0.01%
+1,199
2543
$24K ﹤0.01%
+900
2544
$24K ﹤0.01%
+5,379
2545
$24K ﹤0.01%
+335
2546
$24K ﹤0.01%
+136
2547
$24K ﹤0.01%
+6,500
2548
$24K ﹤0.01%
+1,098
2549
$24K ﹤0.01%
+1,669
2550
$24K ﹤0.01%
+4,000
100 101
102
103 104