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
$8.62B
AUM Growth
+$910M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,234
New
Increased
Reduced
Closed

Top Buys

1 +$363M
2 +$285M
3 +$84.5M
4
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$68.8M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$54.3M

Top Sells

1 +$244M
2 +$67.5M
3 +$27.1M
4
DAL icon
Delta Air Lines
DAL
+$10.8M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.05M

Sector Composition

1 Energy 7.66%
2 Financials 4.76%
3 Technology 3.4%
4 Industrials 2.32%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$8K ﹤0.01%
+680
3002
$8K ﹤0.01%
+400
3003
$8K ﹤0.01%
500
3004
$8K ﹤0.01%
600
3005
$8K ﹤0.01%
641
3006
$8K ﹤0.01%
+500
3007
$8K ﹤0.01%
240
+40
3008
$8K ﹤0.01%
207
3009
$8K ﹤0.01%
400
-500
3010
$8K ﹤0.01%
+165
3011
$8K ﹤0.01%
19
+7
3012
$8K ﹤0.01%
409
+394
3013
$8K ﹤0.01%
605
-26
3014
$8K ﹤0.01%
26
3015
$8K ﹤0.01%
300
3016
$8K ﹤0.01%
+1,000
3017
$8K ﹤0.01%
+400
3018
$8K ﹤0.01%
+787
3019
$8K ﹤0.01%
+3,000
3020
$8K ﹤0.01%
+598
3021
$8K ﹤0.01%
500
3022
$8K ﹤0.01%
1,000
3023
$8K ﹤0.01%
600
3024
$8K ﹤0.01%
+250
3025
$8K ﹤0.01%
1,400