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
3251
$5K ﹤0.01%
200
3252
$5K ﹤0.01%
2,900
3253
$5K ﹤0.01%
+104
3254
$5K ﹤0.01%
400
3255
$5K ﹤0.01%
+60
3256
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+459
3257
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300
3258
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200
3259
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1,000
3260
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376
+326
3261
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200
3262
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+124
3263
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1,000
3264
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204
3265
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300
3266
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1,000
3267
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86
-568
3268
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3269
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112
+100
3270
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9
+2
3271
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+26
3272
$4K ﹤0.01%
153
3273
$4K ﹤0.01%
200
3274
$4K ﹤0.01%
92
3275
$4K ﹤0.01%
521