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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
3351
$4K ﹤0.01%
+500
3352
– –
0
3353
$4K ﹤0.01%
20
3354
$4K ﹤0.01%
82
-2,200
3355
$4K ﹤0.01%
300
-1
3356
$4K ﹤0.01%
302
+1
3357
$4K ﹤0.01%
230
-20
3358
$4K ﹤0.01%
+375
3359
$4K ﹤0.01%
+200
3360
$4K ﹤0.01%
300
3361
$4K ﹤0.01%
200
-1
3362
$4K ﹤0.01%
300
3363
$4K ﹤0.01%
+303
3364
$4K ﹤0.01%
380
3365
$4K ﹤0.01%
+200
3366
$4K ﹤0.01%
+181
3367
$3K ﹤0.01%
+55
3368
– –
0
3369
$3K ﹤0.01%
89
-2
3370
$3K ﹤0.01%
+29
3371
$3K ﹤0.01%
215
-28,870
3372
$3K ﹤0.01%
200
3373
$3K ﹤0.01%
+70
3374
$3K ﹤0.01%
1,000
3375
$3K ﹤0.01%
420
133 134
135
136 137