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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
$8.62B
AUM Growth
+$910M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,234
New
Increased
Reduced
Closed

Top Buys

1
+$363M
2
+$302M
3
+$85M
4
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$66.9M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$57M

Top Sells

1
+$260M
2
+$64.3M
3
+$28.5M
4
DAL icon
Delta Air Lines
DAL
+$11.4M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.63M

Sector Composition

1 Energy 7.66%
2 Financials 4.76%
3 Technology 3.4%
4 Industrials 2.32%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2726
$14K ﹤0.01%
550
2727
$14K ﹤0.01%
+10,200
2728
$13K ﹤0.01%
+693
2729
$13K ﹤0.01%
+500
2730
$13K ﹤0.01%
1,797
+17
2731
$13K ﹤0.01%
1,000
2732
$13K ﹤0.01%
1,000
2733
$13K ﹤0.01%
+585
2734
$13K ﹤0.01%
+1,100
2735
$13K ﹤0.01%
500
2736
$13K ﹤0.01%
443
-807
2737
$13K ﹤0.01%
250
-228
2738
$13K ﹤0.01%
750
2739
$13K ﹤0.01%
800
2740
$13K ﹤0.01%
296
+150
2741
$13K ﹤0.01%
1,373
2742
$13K ﹤0.01%
+80
2743
$13K ﹤0.01%
153
2744
$13K ﹤0.01%
1,000
2745
$13K ﹤0.01%
800
-200
2746
$13K ﹤0.01%
880
2747
$13K ﹤0.01%
+600
2748
$13K ﹤0.01%
4,500
+400
2749
$13K ﹤0.01%
307
-260
2750
$13K ﹤0.01%
+2,000
108 109
110
111 112