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
3426
$6K ﹤0.01%
+85
3427
$6K ﹤0.01%
+1,510
3428
$6K ﹤0.01%
+80
3429
$6K ﹤0.01%
+10
3430
$6K ﹤0.01%
+130
3431
$6K ﹤0.01%
+400
3432
$6K ﹤0.01%
+400
3433
$6K ﹤0.01%
+2
3434
$6K ﹤0.01%
+121
3435
$6K ﹤0.01%
+450
3436
$6K ﹤0.01%
+266
3437
$6K ﹤0.01%
+500
3438
$6K ﹤0.01%
+500
3439
$6K ﹤0.01%
+499
3440
$6K ﹤0.01%
+200
3441
$6K ﹤0.01%
+30
3442
$6K ﹤0.01%
+200
3443
$6K ﹤0.01%
+600
3444
$6K ﹤0.01%
+120
3445
$6K ﹤0.01%
+18,500
3446
$6K ﹤0.01%
+693
3447
$6K ﹤0.01%
+198
3448
$6K ﹤0.01%
+115
3449
$6K ﹤0.01%
+515
3450
$6K ﹤0.01%
+1,000