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
3476
$6K ﹤0.01%
+1,300
3477
$5K ﹤0.01%
+220
3478
$5K ﹤0.01%
+300
3479
$5K ﹤0.01%
+382
3480
$5K ﹤0.01%
+500
3481
$5K ﹤0.01%
+500
3482
$5K ﹤0.01%
+200
3483
$5K ﹤0.01%
+75
3484
$5K ﹤0.01%
+300
3485
$5K ﹤0.01%
+75
3486
$5K ﹤0.01%
+100
3487
$5K ﹤0.01%
1,170
-5,021
3488
$5K ﹤0.01%
+3,633
3489
$5K ﹤0.01%
+300
3490
$5K ﹤0.01%
+1,524
3491
$5K ﹤0.01%
+846
3492
$5K ﹤0.01%
+770
3493
$5K ﹤0.01%
+100
3494
$5K ﹤0.01%
+273
3495
$5K ﹤0.01%
+1,671
3496
$5K ﹤0.01%
+1,000
3497
$5K ﹤0.01%
+400
3498
$5K ﹤0.01%
+56
3499
$5K ﹤0.01%
+208
3500
$5K ﹤0.01%
+150