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Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
+$140M
2
+$133M
3
+$95M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$64.6M
5
EPD icon
Enterprise Products Partners
EPD
+$55.6M

Top Sells

1
+$54.4M
2
+$48.9M
3
+$29.2M
4
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$29.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$27.9M

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
2676
$20K ﹤0.01%
+1
2677
$20K ﹤0.01%
+449
2678
$20K ﹤0.01%
+1,099
2679
$20K ﹤0.01%
+765
2680
$20K ﹤0.01%
+1,889
2681
$20K ﹤0.01%
+1,637
2682
$20K ﹤0.01%
+390
2683
$20K ﹤0.01%
+1,559
2684
$20K ﹤0.01%
+598
2685
$20K ﹤0.01%
+3,800
2686
$20K ﹤0.01%
+609
2687
$20K ﹤0.01%
+800
2688
$20K ﹤0.01%
+4,000
2689
$20K ﹤0.01%
+789
2690
$20K ﹤0.01%
+1,400
2691
$20K ﹤0.01%
+456
2692
$20K ﹤0.01%
12,385
2693
$20K ﹤0.01%
+627
2694
$20K ﹤0.01%
+1,416
2695
$20K ﹤0.01%
+1,028
2696
$20K ﹤0.01%
+988
2697
$20K ﹤0.01%
+775
2698
$20K ﹤0.01%
+447
2699
$20K ﹤0.01%
+369
2700
$20K ﹤0.01%
+4,500
106 107
108
109 110