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
3026
$12K ﹤0.01%
59
+15
3027
$12K ﹤0.01%
+400
3028
$12K ﹤0.01%
+100
3029
$12K ﹤0.01%
+360
3030
$12K ﹤0.01%
+125
3031
$12K ﹤0.01%
+340
3032
$12K ﹤0.01%
+2,000
3033
$12K ﹤0.01%
+300
3034
$12K ﹤0.01%
+500
3035
$12K ﹤0.01%
+300
3036
$12K ﹤0.01%
+233
3037
$12K ﹤0.01%
+146
3038
$12K ﹤0.01%
+969
3039
$12K ﹤0.01%
+6,202
3040
$12K ﹤0.01%
+6,000
3041
$12K ﹤0.01%
+384
3042
$12K ﹤0.01%
+500
3043
$12K ﹤0.01%
+5,000
3044
$12K ﹤0.01%
+2,000
3045
$12K ﹤0.01%
+2,000
3046
$12K ﹤0.01%
+228
3047
$12K ﹤0.01%
+5,000
3048
$12K ﹤0.01%
17,000
-5,436
3049
$12K ﹤0.01%
+569
3050
$12K ﹤0.01%
+860