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
2651
$21K ﹤0.01%
+437
2652
$21K ﹤0.01%
+1,572
2653
$21K ﹤0.01%
+996
2654
$21K ﹤0.01%
+1,000
2655
$21K ﹤0.01%
+4,991
2656
$21K ﹤0.01%
3,341
2657
$21K ﹤0.01%
+15,000
2658
$21K ﹤0.01%
+600
2659
$21K ﹤0.01%
+501
2660
$21K ﹤0.01%
312
+192
2661
$21K ﹤0.01%
+1,250
2662
$21K ﹤0.01%
+119
2663
$21K ﹤0.01%
+1,536
2664
$21K ﹤0.01%
+1,543
2665
$21K ﹤0.01%
+1,866
2666
$21K ﹤0.01%
+2,000
2667
$20K ﹤0.01%
+3,800
2668
$20K ﹤0.01%
+609
2669
$20K ﹤0.01%
+800
2670
$20K ﹤0.01%
+4,000
2671
$20K ﹤0.01%
+1,000
2672
$20K ﹤0.01%
850
-20,160
2673
$20K ﹤0.01%
+1,028
2674
$20K ﹤0.01%
+982
2675
$20K ﹤0.01%
+750