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
2776
$18K ﹤0.01%
+2,515
2777
$18K ﹤0.01%
+300
2778
$18K ﹤0.01%
+1,353
2779
$18K ﹤0.01%
+1,000
2780
$18K ﹤0.01%
+245
2781
$18K ﹤0.01%
+500
2782
$17K ﹤0.01%
+348
2783
$17K ﹤0.01%
+1,600
2784
$17K ﹤0.01%
+862
2785
$17K ﹤0.01%
14,444
+2,400
2786
$17K ﹤0.01%
+511
2787
$17K ﹤0.01%
+569
2788
$17K ﹤0.01%
+18,290
2789
$17K ﹤0.01%
10,000
2790
$17K ﹤0.01%
+700
2791
$17K ﹤0.01%
+504
2792
$17K ﹤0.01%
+615
2793
$17K ﹤0.01%
+47
2794
$17K ﹤0.01%
+1,362
2795
$17K ﹤0.01%
+609
2796
$17K ﹤0.01%
+1,329
2797
$17K ﹤0.01%
+321
2798
$17K ﹤0.01%
+1,797
2799
$17K ﹤0.01%
+374
2800
$17K ﹤0.01%
+5,313