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
2676
$20K ﹤0.01%
+450
2677
$20K ﹤0.01%
+988
2678
$20K ﹤0.01%
+775
2679
$20K ﹤0.01%
+600
2680
$20K ﹤0.01%
+189
2681
$20K ﹤0.01%
+309
2682
$20K ﹤0.01%
+447
2683
$20K ﹤0.01%
+369
2684
$20K ﹤0.01%
+4,500
2685
$20K ﹤0.01%
+1,840
2686
$20K ﹤0.01%
+200
2687
$20K ﹤0.01%
+2,400
2688
$20K ﹤0.01%
+1
2689
$20K ﹤0.01%
+449
2690
$20K ﹤0.01%
+1,099
2691
$20K ﹤0.01%
+765
2692
$20K ﹤0.01%
+1,889
2693
$20K ﹤0.01%
+1,637
2694
$20K ﹤0.01%
+1,416
2695
$20K ﹤0.01%
+390
2696
$20K ﹤0.01%
+627
2697
$20K ﹤0.01%
+1,559
2698
$20K ﹤0.01%
+598
2699
$20K ﹤0.01%
+789
2700
$20K ﹤0.01%
+1,400