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
3451
$6K ﹤0.01%
+591
3452
$6K ﹤0.01%
+120
3453
$6K ﹤0.01%
+26
3454
$6K ﹤0.01%
+330
3455
$6K ﹤0.01%
+191
3456
$6K ﹤0.01%
+18
3457
$6K ﹤0.01%
+140
3458
$6K ﹤0.01%
+559
3459
$6K ﹤0.01%
+500
3460
$6K ﹤0.01%
+304
3461
$6K ﹤0.01%
200
-41,681
3462
$6K ﹤0.01%
+145
3463
$6K ﹤0.01%
+200
3464
$6K ﹤0.01%
+500
3465
$6K ﹤0.01%
+1,000
3466
$6K ﹤0.01%
+347
3467
$6K ﹤0.01%
+255
3468
$6K ﹤0.01%
+200
3469
$6K ﹤0.01%
+300
3470
$6K ﹤0.01%
2,055
3471
$6K ﹤0.01%
+300
3472
$6K ﹤0.01%
+500
3473
$6K ﹤0.01%
+300
3474
$6K ﹤0.01%
+300
3475
$6K ﹤0.01%
+300