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
2751
$18K ﹤0.01%
+110
2752
$18K ﹤0.01%
+1,340
2753
$18K ﹤0.01%
+1,642
2754
$18K ﹤0.01%
27
+6
2755
$18K ﹤0.01%
+1,374
2756
$18K ﹤0.01%
+462
2757
$18K ﹤0.01%
1,000
2758
$18K ﹤0.01%
+228
2759
$18K ﹤0.01%
3,971
-13,076
2760
$18K ﹤0.01%
+854
2761
$18K ﹤0.01%
+300
2762
$18K ﹤0.01%
+168
2763
$18K ﹤0.01%
+390
2764
$18K ﹤0.01%
+380
2765
$18K ﹤0.01%
+550
2766
$18K ﹤0.01%
+3,000
2767
$18K ﹤0.01%
+1,605
2768
$18K ﹤0.01%
20
+10
2769
$18K ﹤0.01%
+1,683
2770
$18K ﹤0.01%
+769
2771
$18K ﹤0.01%
+1,363
2772
$18K ﹤0.01%
+1,500
2773
$18K ﹤0.01%
+300
2774
$18K ﹤0.01%
+810
2775
$18K ﹤0.01%
160,397