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
$8.62B
AUM Growth
+$910M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,234
New
Increased
Reduced
Closed

Top Buys

1 +$363M
2 +$285M
3 +$84.5M
4
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$68.8M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$54.3M

Top Sells

1 +$244M
2 +$67.5M
3 +$27.1M
4
DAL icon
Delta Air Lines
DAL
+$10.8M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.05M

Sector Composition

1 Energy 7.66%
2 Financials 4.76%
3 Technology 3.4%
4 Industrials 2.32%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3226
$5K ﹤0.01%
10
3227
$5K ﹤0.01%
+400
3228
$5K ﹤0.01%
405
+394
3229
$5K ﹤0.01%
+60
3230
$5K ﹤0.01%
149
-30
3231
$5K ﹤0.01%
19
3232
$5K ﹤0.01%
200
3233
$5K ﹤0.01%
+405
3234
$5K ﹤0.01%
203
3235
$5K ﹤0.01%
+20
3236
$5K ﹤0.01%
10
3237
$5K ﹤0.01%
+200
3238
$5K ﹤0.01%
331
+106
3239
$5K ﹤0.01%
+700
3240
$5K ﹤0.01%
+92
3241
$5K ﹤0.01%
400
3242
$5K ﹤0.01%
300
3243
$5K ﹤0.01%
300
+159
3244
$5K ﹤0.01%
+200
3245
$5K ﹤0.01%
+450
3246
$5K ﹤0.01%
+1,000
3247
$5K ﹤0.01%
187
3248
$5K ﹤0.01%
34
+1
3249
$5K ﹤0.01%
350
3250
$5K ﹤0.01%
200