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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
$11.3B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,351
New
Increased
Reduced
Closed

Top Buys

1 +$140M
2 +$133M
3 +$95M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$64.6M
5
EPD icon
Enterprise Products Partners
EPD
+$55.6M

Top Sells

1 +$54.4M
2 +$48.9M
3 +$29.2M
4
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$29.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$27.9M

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%
+128
3252
$8K ﹤0.01%
+432
3253
$8K ﹤0.01%
+230
3254
$8K ﹤0.01%
+2,734
3255
$8K ﹤0.01%
+605
3256
$8K ﹤0.01%
+97
3257
$8K ﹤0.01%
200
-40,440
3258
$8K ﹤0.01%
+125
3259
$8K ﹤0.01%
+207
3260
$8K ﹤0.01%
+215
3261
$8K ﹤0.01%
+375
3262
$8K ﹤0.01%
+1,500
3263
$8K ﹤0.01%
+226
3264
$8K ﹤0.01%
+360
3265
$8K ﹤0.01%
+1,100
3266
$8K ﹤0.01%
+887
3267
$8K ﹤0.01%
+572
3268
$8K ﹤0.01%
+400
3269
$8K ﹤0.01%
+1,000
3270
$8K ﹤0.01%
+3,800
3271
$8K ﹤0.01%
+98
3272
$8K ﹤0.01%
+130
3273
$8K ﹤0.01%
+300
3274
$8K ﹤0.01%
+3,085
3275
$8K ﹤0.01%
+512