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
3401
$6K ﹤0.01%
+10
3402
$6K ﹤0.01%
+200
3403
$6K ﹤0.01%
+100
3404
$6K ﹤0.01%
10,626
-1,400
3405
$6K ﹤0.01%
1,023
3406
$6K ﹤0.01%
+125
3407
$6K ﹤0.01%
+304
3408
$6K ﹤0.01%
200
-41,681
3409
$6K ﹤0.01%
+347
3410
$6K ﹤0.01%
+200
3411
$6K ﹤0.01%
+525
3412
$6K ﹤0.01%
+1,039
3413
$6K ﹤0.01%
+464
3414
$6K ﹤0.01%
+300
3415
$6K ﹤0.01%
+151
3416
$6K ﹤0.01%
+31
3417
$6K ﹤0.01%
+394
3418
$6K ﹤0.01%
+500
3419
$6K ﹤0.01%
+276
3420
$6K ﹤0.01%
+500
3421
$6K ﹤0.01%
+200
3422
$6K ﹤0.01%
+211
3423
$6K ﹤0.01%
+400
3424
$6K ﹤0.01%
+200
3425
$6K ﹤0.01%
+100