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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
3276
$4K ﹤0.01%
68
+48
3277
$4K ﹤0.01%
400
3278
$4K ﹤0.01%
96
-489
3279
$4K ﹤0.01%
912
-800
3280
$4K ﹤0.01%
+2,100
3281
$4K ﹤0.01%
258
3282
$4K ﹤0.01%
366
-200
3283
$4K ﹤0.01%
1,000
3284
$4K ﹤0.01%
189
-141
3285
$4K ﹤0.01%
800
3286
$4K ﹤0.01%
+664
3287
$4K ﹤0.01%
650
3288
$4K ﹤0.01%
158
-30
3289
$4K ﹤0.01%
1,063
-8
3290
$4K ﹤0.01%
43
-217
3291
$4K ﹤0.01%
132
-410
3292
$4K ﹤0.01%
+50
3293
$4K ﹤0.01%
+50
3294
– –
0
3295
$4K ﹤0.01%
114
3296
$4K ﹤0.01%
204
3297
$4K ﹤0.01%
300
3298
$4K ﹤0.01%
1,000
3299
$4K ﹤0.01%
86
-568
3300
$4K ﹤0.01%
300
130 131
132
133 134