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
3276
$8K ﹤0.01%
+464
3277
$8K ﹤0.01%
+975
3278
$8K ﹤0.01%
+136
3279
$8K ﹤0.01%
+380
3280
$8K ﹤0.01%
+600
3281
$8K ﹤0.01%
+250
3282
$8K ﹤0.01%
+500
3283
$8K ﹤0.01%
+382
3284
$8K ﹤0.01%
+222
3285
$8K ﹤0.01%
+286
3286
$8K ﹤0.01%
+590
3287
$8K ﹤0.01%
+600
3288
$8K ﹤0.01%
+198
3289
$8K ﹤0.01%
+1,053
3290
$8K ﹤0.01%
+128
3291
$8K ﹤0.01%
+432
3292
$8K ﹤0.01%
+230
3293
$8K ﹤0.01%
+2,734
3294
$8K ﹤0.01%
+605
3295
$8K ﹤0.01%
+97
3296
$8K ﹤0.01%
200
-40,440
3297
$8K ﹤0.01%
+125
3298
$8K ﹤0.01%
+207
3299
$8K ﹤0.01%
+215
3300
$8K ﹤0.01%
+14