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
3326
$8K ﹤0.01%
+634
3327
$7K ﹤0.01%
+3,000
3328
$7K ﹤0.01%
+8
3329
$7K ﹤0.01%
+500
3330
$7K ﹤0.01%
+140
3331
$7K ﹤0.01%
+800
3332
$7K ﹤0.01%
+300
3333
$7K ﹤0.01%
+556
3334
$7K ﹤0.01%
+148
3335
$7K ﹤0.01%
+3,000
3336
$7K ﹤0.01%
+1,063
3337
$7K ﹤0.01%
+1,350
3338
$7K ﹤0.01%
+400
3339
$7K ﹤0.01%
+350
3340
$7K ﹤0.01%
+2,000
3341
$7K ﹤0.01%
+1,100
3342
$7K ﹤0.01%
+271
3343
$7K ﹤0.01%
+200
3344
$7K ﹤0.01%
+532
3345
$7K ﹤0.01%
+236
3346
$7K ﹤0.01%
+200
3347
$7K ﹤0.01%
+1,000
3348
$7K ﹤0.01%
+528
3349
$7K ﹤0.01%
+200
3350
$7K ﹤0.01%
+400