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
2926
$14K ﹤0.01%
+1,312
2927
$14K ﹤0.01%
+452
2928
$14K ﹤0.01%
+731
2929
$14K ﹤0.01%
+274
2930
$14K ﹤0.01%
+500
2931
$14K ﹤0.01%
+1,400
2932
$14K ﹤0.01%
+200
2933
$14K ﹤0.01%
+500
2934
$14K ﹤0.01%
+500
2935
$14K ﹤0.01%
+1,000
2936
$14K ﹤0.01%
+696
2937
$14K ﹤0.01%
+600
2938
$14K ﹤0.01%
+446
2939
$14K ﹤0.01%
+5,000
2940
$14K ﹤0.01%
+326
2941
$14K ﹤0.01%
+3,034
2942
$14K ﹤0.01%
+300
2943
$14K ﹤0.01%
+1,000
2944
$14K ﹤0.01%
+67
2945
$14K ﹤0.01%
+380
2946
$14K ﹤0.01%
+610
2947
$14K ﹤0.01%
+263
2948
$14K ﹤0.01%
+230
2949
$14K ﹤0.01%
+700
2950
$14K ﹤0.01%
+606