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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
3301
$4K ﹤0.01%
+900
3302
$4K ﹤0.01%
124
3303
$4K ﹤0.01%
+100
3304
$4K ﹤0.01%
196
3305
$4K ﹤0.01%
5
3306
$4K ﹤0.01%
411
+300
3307
$4K ﹤0.01%
35
-33
3308
$4K ﹤0.01%
200
3309
$4K ﹤0.01%
52
3310
$4K ﹤0.01%
+360
3311
$4K ﹤0.01%
196
3312
$4K ﹤0.01%
+100
3313
$4K ﹤0.01%
400
3314
$4K ﹤0.01%
1,163
3315
$4K ﹤0.01%
150
3316
$4K ﹤0.01%
143
+43
3317
$4K ﹤0.01%
250
3318
$4K ﹤0.01%
900
3319
$4K ﹤0.01%
300
-215
3320
$4K ﹤0.01%
164
-9,500
3321
$4K ﹤0.01%
+301
3322
$4K ﹤0.01%
+500
3323
$4K ﹤0.01%
350
3324
$4K ﹤0.01%
300
3325
$4K ﹤0.01%
405
131 132
133
134 135