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

Top Buys

1
+$363M
2
+$302M
3
+$85M
4
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$66.9M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$57M

Top Sells

1
+$260M
2
+$64.3M
3
+$28.5M
4
DAL icon
Delta Air Lines
DAL
+$11.4M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.63M

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%
376
+326
3252
$5K ﹤0.01%
200
3253
$5K ﹤0.01%
+124
3254
$5K ﹤0.01%
+140
3255
$5K ﹤0.01%
19
3256
$5K ﹤0.01%
+200
3257
$5K ﹤0.01%
273
3258
$5K ﹤0.01%
1,272
3259
$5K ﹤0.01%
500
3260
$5K ﹤0.01%
539
3261
$5K ﹤0.01%
88
-8,022
3262
$4K ﹤0.01%
112
+100
3263
$4K ﹤0.01%
9
+2
3264
$4K ﹤0.01%
+26
3265
$4K ﹤0.01%
153
3266
$4K ﹤0.01%
200
3267
$4K ﹤0.01%
92
3268
$4K ﹤0.01%
521
3269
$4K ﹤0.01%
+200
3270
$4K ﹤0.01%
58
-32
3271
$4K ﹤0.01%
1,000
3272
$4K ﹤0.01%
46
3273
$4K ﹤0.01%
500
3274
$4K ﹤0.01%
80
+47
3275
$4K ﹤0.01%
200
129 130
131
132 133