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 4.67%
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%
+571
3327
$8K ﹤0.01%
+187
3328
$8K ﹤0.01%
+208
3329
$7K ﹤0.01%
+700
3330
$7K ﹤0.01%
+410
3331
$7K ﹤0.01%
+1,100
3332
$7K ﹤0.01%
+200
3333
$7K ﹤0.01%
+154
3334
$7K ﹤0.01%
+1,000
3335
$7K ﹤0.01%
+1,404
3336
$7K ﹤0.01%
+500
3337
$7K ﹤0.01%
+392
3338
$7K ﹤0.01%
+471
3339
$7K ﹤0.01%
+271
3340
$7K ﹤0.01%
+200
3341
$7K ﹤0.01%
+532
3342
$7K ﹤0.01%
+236
3343
$7K ﹤0.01%
+200
3344
$7K ﹤0.01%
+1,000
3345
$7K ﹤0.01%
+528
3346
$7K ﹤0.01%
+200
3347
$7K ﹤0.01%
+400
3348
$7K ﹤0.01%
+852
3349
$7K ﹤0.01%
+152
3350
$7K ﹤0.01%
+1,200