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
2876
$15K ﹤0.01%
+452
2877
$15K ﹤0.01%
+706
2878
$15K ﹤0.01%
+2,496
2879
$15K ﹤0.01%
+1,500
2880
$15K ﹤0.01%
+360
2881
$15K ﹤0.01%
+501
2882
$15K ﹤0.01%
+424
2883
$15K ﹤0.01%
+3,584
2884
$15K ﹤0.01%
+33
2885
$15K ﹤0.01%
+249
2886
$15K ﹤0.01%
+500
2887
$15K ﹤0.01%
+1,100
2888
$15K ﹤0.01%
+296
2889
$15K ﹤0.01%
+600
2890
$15K ﹤0.01%
+600
2891
$15K ﹤0.01%
+700
2892
$15K ﹤0.01%
+400
2893
$15K ﹤0.01%
+301
2894
$15K ﹤0.01%
+1,300
2895
$15K ﹤0.01%
+306
2896
$15K ﹤0.01%
+1,400
2897
$15K ﹤0.01%
+333
2898
$15K ﹤0.01%
+1,972
2899
$15K ﹤0.01%
+800
2900
$15K ﹤0.01%
+525