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
3201
$9K ﹤0.01%
+200
3202
$9K ﹤0.01%
+400
3203
$9K ﹤0.01%
+1,410
3204
$9K ﹤0.01%
+110
3205
$9K ﹤0.01%
+437
3206
$9K ﹤0.01%
+230
3207
$9K ﹤0.01%
+1,000
3208
0
3209
$9K ﹤0.01%
+1,000
3210
$9K ﹤0.01%
+338
3211
$9K ﹤0.01%
+5,000
3212
$9K ﹤0.01%
+52
3213
$9K ﹤0.01%
+480
3214
$9K ﹤0.01%
+153
3215
$9K ﹤0.01%
+2,000
3216
$9K ﹤0.01%
+4,089
3217
$9K ﹤0.01%
+3
3218
$9K ﹤0.01%
+442
3219
$9K ﹤0.01%
+5,000
3220
$9K ﹤0.01%
+1,000
3221
$9K ﹤0.01%
+380
3222
$9K ﹤0.01%
+559
3223
$9K ﹤0.01%
+200
3224
$9K ﹤0.01%
+1,000
3225
$9K ﹤0.01%
2,200
-12,300