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
3351
$7K ﹤0.01%
+200
3352
$7K ﹤0.01%
+522
3353
$7K ﹤0.01%
310
-59,690
3354
$7K ﹤0.01%
+2,000
3355
$7K ﹤0.01%
+585
3356
$7K ﹤0.01%
+300
3357
$7K ﹤0.01%
+501
3358
$7K ﹤0.01%
+300
3359
$7K ﹤0.01%
+470
3360
$7K ﹤0.01%
+600
3361
$7K ﹤0.01%
+300
3362
$7K ﹤0.01%
+500
3363
$7K ﹤0.01%
+500
3364
$7K ﹤0.01%
+1,000
3365
$7K ﹤0.01%
+466
3366
$7K ﹤0.01%
+8
3367
$7K ﹤0.01%
+500
3368
$7K ﹤0.01%
+140
3369
$7K ﹤0.01%
+800
3370
$7K ﹤0.01%
+300
3371
$7K ﹤0.01%
+304
3372
$7K ﹤0.01%
+675
3373
$7K ﹤0.01%
+1,197
3374
$7K ﹤0.01%
+300
3375
$7K ﹤0.01%
+556