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
2951
$14K ﹤0.01%
+363
2952
$14K ﹤0.01%
4,135
+50
2953
$14K ﹤0.01%
+600
2954
$14K ﹤0.01%
+874
2955
$14K ﹤0.01%
+550
2956
$13K ﹤0.01%
+1,700
2957
$13K ﹤0.01%
+338
2958
$13K ﹤0.01%
+287
2959
$13K ﹤0.01%
2,300
-20,374
2960
$13K ﹤0.01%
+460
2961
$13K ﹤0.01%
+201
2962
$13K ﹤0.01%
+4,000
2963
$13K ﹤0.01%
+752
2964
$13K ﹤0.01%
+2,778
2965
$13K ﹤0.01%
+1,000
2966
$13K ﹤0.01%
+845
2967
$13K ﹤0.01%
+1,124
2968
$13K ﹤0.01%
33
+5
2969
$13K ﹤0.01%
+974
2970
$13K ﹤0.01%
+1,640
2971
$13K ﹤0.01%
+400
2972
$13K ﹤0.01%
+800
2973
$13K ﹤0.01%
+698
2974
$13K ﹤0.01%
+3,282
2975
$13K ﹤0.01%
+2,350