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Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
+$140M
2
+$133M
3
+$95M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$64.6M
5
EPD icon
Enterprise Products Partners
EPD
+$55.6M

Top Sells

1
+$54.4M
2
+$48.9M
3
+$29.2M
4
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$29.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$27.9M

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
3026
$12K ﹤0.01%
+360
3027
$12K ﹤0.01%
+125
3028
$12K ﹤0.01%
+340
3029
$12K ﹤0.01%
+2,000
3030
$12K ﹤0.01%
+300
3031
$12K ﹤0.01%
+500
3032
$12K ﹤0.01%
+300
3033
$12K ﹤0.01%
+233
3034
$12K ﹤0.01%
+146
3035
$12K ﹤0.01%
+969
3036
$12K ﹤0.01%
+6,202
3037
$12K ﹤0.01%
+6,000
3038
$12K ﹤0.01%
+384
3039
$12K ﹤0.01%
+500
3040
$12K ﹤0.01%
+5,000
3041
$12K ﹤0.01%
+2,000
3042
$12K ﹤0.01%
+2,000
3043
$12K ﹤0.01%
+228
3044
$12K ﹤0.01%
+5,000
3045
$12K ﹤0.01%
17,000
-5,436
3046
$12K ﹤0.01%
+569
3047
$12K ﹤0.01%
+860
3048
$12K ﹤0.01%
+714
3049
$12K ﹤0.01%
+1,000
3050
$12K ﹤0.01%
+837
120 121
122
123 124