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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
3176
$9K ﹤0.01%
+800
3177
$9K ﹤0.01%
+707
3178
$9K ﹤0.01%
+135
3179
$9K ﹤0.01%
+2,000
3180
$9K ﹤0.01%
1,700
-18,040
3181
$9K ﹤0.01%
+300
3182
$9K ﹤0.01%
+435
3183
0
3184
$9K ﹤0.01%
+300
3185
$9K ﹤0.01%
+400
3186
$9K ﹤0.01%
+142
3187
$9K ﹤0.01%
+150
3188
$9K ﹤0.01%
+1,000
3189
$9K ﹤0.01%
+1,200
3190
$9K ﹤0.01%
175
3191
$9K ﹤0.01%
+400
3192
$9K ﹤0.01%
+397
3193
$9K ﹤0.01%
+300
3194
$9K ﹤0.01%
+1,410
3195
$9K ﹤0.01%
+110
3196
$9K ﹤0.01%
+437
3197
$9K ﹤0.01%
+1,000
3198
0
3199
$9K ﹤0.01%
+1,000
3200
$9K ﹤0.01%
+338