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
3301
$8K ﹤0.01%
+375
3302
$8K ﹤0.01%
+1,500
3303
$8K ﹤0.01%
+226
3304
$8K ﹤0.01%
+360
3305
$8K ﹤0.01%
+3,085
3306
$8K ﹤0.01%
+512
3307
$8K ﹤0.01%
+391
3308
$8K ﹤0.01%
+600
3309
$8K ﹤0.01%
+495
3310
$8K ﹤0.01%
+1,000
3311
$8K ﹤0.01%
+400
3312
$8K ﹤0.01%
+482
3313
$8K ﹤0.01%
+305
3314
$8K ﹤0.01%
+634
3315
$8K ﹤0.01%
+1,420
3316
$8K ﹤0.01%
+300
3317
$8K ﹤0.01%
+6,328
3318
$8K ﹤0.01%
+1,400
3319
$8K ﹤0.01%
+323
3320
$8K ﹤0.01%
316
-12,119
3321
$8K ﹤0.01%
+1,009
3322
$8K ﹤0.01%
+159
3323
$8K ﹤0.01%
+541
3324
$8K ﹤0.01%
+13,030
3325
$8K ﹤0.01%
+800