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
3076
$11K ﹤0.01%
+395
3077
$11K ﹤0.01%
+375
3078
$11K ﹤0.01%
+2,500
3079
$11K ﹤0.01%
+2,075
3080
$11K ﹤0.01%
+400
3081
$11K ﹤0.01%
+500
3082
$11K ﹤0.01%
+767
3083
$11K ﹤0.01%
+500
3084
$11K ﹤0.01%
+3,740
3085
$11K ﹤0.01%
+625
3086
$11K ﹤0.01%
+925
3087
$11K ﹤0.01%
+150
3088
$11K ﹤0.01%
+2,000
3089
$11K ﹤0.01%
+225
3090
$11K ﹤0.01%
+300
3091
$11K ﹤0.01%
+307
3092
$11K ﹤0.01%
+6,468
3093
$11K ﹤0.01%
+161
3094
$11K ﹤0.01%
+400
3095
$11K ﹤0.01%
+165
3096
$11K ﹤0.01%
+461
3097
$11K ﹤0.01%
+400
3098
$11K ﹤0.01%
+2,000
3099
$11K ﹤0.01%
+400
3100
$11K ﹤0.01%
+685