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
2976
$13K ﹤0.01%
+2,205
2977
$13K ﹤0.01%
+460
2978
$13K ﹤0.01%
+7,500
2979
$13K ﹤0.01%
32,360
+1,000
2980
$13K ﹤0.01%
+2,890
2981
$13K ﹤0.01%
+360
2982
$13K ﹤0.01%
+611
2983
$13K ﹤0.01%
+280
2984
$13K ﹤0.01%
+126
2985
$13K ﹤0.01%
+467
2986
$13K ﹤0.01%
39
-934
2987
$13K ﹤0.01%
+1,206
2988
$13K ﹤0.01%
+450
2989
$13K ﹤0.01%
4,094
-29,630
2990
$13K ﹤0.01%
+250
2991
$13K ﹤0.01%
+2,000
2992
$13K ﹤0.01%
+1,650
2993
$13K ﹤0.01%
+10
2994
$13K ﹤0.01%
+867
2995
$13K ﹤0.01%
+1,008
2996
$13K ﹤0.01%
+2,500
2997
$12K ﹤0.01%
+415
2998
$12K ﹤0.01%
+2,000
2999
$12K ﹤0.01%
+531
3000
$12K ﹤0.01%
+643