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
3376
$7K ﹤0.01%
+148
3377
$7K ﹤0.01%
+400
3378
$7K ﹤0.01%
+4
3379
$7K ﹤0.01%
+3,600
3380
$7K ﹤0.01%
+524
3381
$7K ﹤0.01%
210
3382
$7K ﹤0.01%
+3,000
3383
$7K ﹤0.01%
+1,063
3384
$7K ﹤0.01%
+1,350
3385
$7K ﹤0.01%
+400
3386
$7K ﹤0.01%
+350
3387
$7K ﹤0.01%
+940
3388
$7K ﹤0.01%
+1,200
3389
$7K ﹤0.01%
+676
3390
$7K ﹤0.01%
+300
3391
$7K ﹤0.01%
+500
3392
$7K ﹤0.01%
+247
3393
$7K ﹤0.01%
+1,670
3394
$7K ﹤0.01%
+200
3395
$7K ﹤0.01%
+700
3396
$7K ﹤0.01%
+1,000
3397
$7K ﹤0.01%
+1,695
3398
$7K ﹤0.01%
+526
3399
$7K ﹤0.01%
+360
3400
$7K ﹤0.01%
+96