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
3251
$8K ﹤0.01%
+400
3252
$8K ﹤0.01%
+3,800
3253
$8K ﹤0.01%
+98
3254
$8K ﹤0.01%
+130
3255
$8K ﹤0.01%
+300
3256
$8K ﹤0.01%
+300
3257
$8K ﹤0.01%
+1,000
3258
$8K ﹤0.01%
+437
3259
$8K ﹤0.01%
+702
3260
$8K ﹤0.01%
+299
3261
$8K ﹤0.01%
+275
3262
$8K ﹤0.01%
+159
3263
$8K ﹤0.01%
+840
3264
$8K ﹤0.01%
+2,819
3265
$8K ﹤0.01%
+191
3266
$8K ﹤0.01%
+177
3267
$8K ﹤0.01%
+310
3268
$8K ﹤0.01%
+900
3269
$8K ﹤0.01%
+486
3270
$8K ﹤0.01%
+641
3271
$8K ﹤0.01%
+292
3272
$8K ﹤0.01%
+340
3273
$8K ﹤0.01%
+1,500
3274
$8K ﹤0.01%
+400
3275
$8K ﹤0.01%
+154