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
3401
$7K ﹤0.01%
+1,000
3402
$7K ﹤0.01%
+3,000
3403
$6K ﹤0.01%
+276
3404
$6K ﹤0.01%
+500
3405
$6K ﹤0.01%
+200
3406
$6K ﹤0.01%
+211
3407
$6K ﹤0.01%
+400
3408
$6K ﹤0.01%
+200
3409
$6K ﹤0.01%
+100
3410
$6K ﹤0.01%
+318
3411
$6K ﹤0.01%
+100
3412
$6K ﹤0.01%
10,626
-1,400
3413
$6K ﹤0.01%
+200
3414
$6K ﹤0.01%
1,023
3415
$6K ﹤0.01%
+125
3416
$6K ﹤0.01%
+525
3417
$6K ﹤0.01%
+1,039
3418
$6K ﹤0.01%
+464
3419
$6K ﹤0.01%
+300
3420
$6K ﹤0.01%
+151
3421
$6K ﹤0.01%
+31
3422
$6K ﹤0.01%
+394
3423
$6K ﹤0.01%
+500
3424
$6K ﹤0.01%
132
-21,000
3425
$6K ﹤0.01%
+500