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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
3426
$3K ﹤0.01%
128
-16
3427
$3K ﹤0.01%
2,000
3428
$3K ﹤0.01%
+94
3429
$3K ﹤0.01%
600
-3,125
3430
$3K ﹤0.01%
158
3431
$3K ﹤0.01%
100
3432
$3K ﹤0.01%
+200
3433
$3K ﹤0.01%
67
-71
3434
$3K ﹤0.01%
100
3435
$3K ﹤0.01%
500
3436
$3K ﹤0.01%
310
+300
3437
$3K ﹤0.01%
102
3438
$3K ﹤0.01%
127
-5
3439
$3K ﹤0.01%
200
3440
$3K ﹤0.01%
52
3441
$3K ﹤0.01%
500
3442
$3K ﹤0.01%
10
3443
$3K ﹤0.01%
200
3444
$3K ﹤0.01%
191
+120
3445
$3K ﹤0.01%
150
3446
$3K ﹤0.01%
+20
3447
$3K ﹤0.01%
3,600
+1,200
3448
$3K ﹤0.01%
100
-600
3449
$3K ﹤0.01%
632
+441
3450
$3K ﹤0.01%
189
136 137
138
139 140