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
3176
$9K ﹤0.01%
+524
3177
$9K ﹤0.01%
+300
3178
$9K ﹤0.01%
11,150
+150
3179
$9K ﹤0.01%
+2,900
3180
$9K ﹤0.01%
1,500
-11,000
3181
$9K ﹤0.01%
+200
3182
$9K ﹤0.01%
+649
3183
$9K ﹤0.01%
+4,620
3184
$9K ﹤0.01%
+707
3185
$9K ﹤0.01%
+135
3186
$9K ﹤0.01%
+2,000
3187
$9K ﹤0.01%
1,700
-18,040
3188
$9K ﹤0.01%
+300
3189
$9K ﹤0.01%
+435
3190
0
3191
$9K ﹤0.01%
+300
3192
$9K ﹤0.01%
+400
3193
$9K ﹤0.01%
+142
3194
$9K ﹤0.01%
+150
3195
$9K ﹤0.01%
+1,000
3196
$9K ﹤0.01%
+1,200
3197
$9K ﹤0.01%
175
3198
$9K ﹤0.01%
+400
3199
$9K ﹤0.01%
+397
3200
$9K ﹤0.01%
+782