Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
3276
$8K ﹤0.01%
+464
3277
$8K ﹤0.01%
+975
3278
$8K ﹤0.01%
+136
3279
$8K ﹤0.01%
+600
3280
$8K ﹤0.01%
+250
3281
$8K ﹤0.01%
+500
3282
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+382
3283
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+222
3284
$8K ﹤0.01%
+286
3285
$8K ﹤0.01%
+590
3286
$8K ﹤0.01%
+600
3287
$8K ﹤0.01%
+432
3288
$8K ﹤0.01%
+2,734
3289
$8K ﹤0.01%
+605
3290
$8K ﹤0.01%
+97
3291
$8K ﹤0.01%
200
-40,440
3292
$8K ﹤0.01%
+125
3293
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+207
3294
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+215
3295
$8K ﹤0.01%
+375
3296
$8K ﹤0.01%
+1,500
3297
$8K ﹤0.01%
+887
3298
$8K ﹤0.01%
+572
3299
$8K ﹤0.01%
+400
3300
$8K ﹤0.01%
+1,000