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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
$11.3B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,351
New
Increased
Reduced
Closed

Top Buys

1 +$140M
2 +$133M
3 +$95M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$64.6M
5
EPD icon
Enterprise Products Partners
EPD
+$55.6M

Top Sells

1 +$54.4M
2 +$48.9M
3 +$29.2M
4
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$29.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$27.9M

Sector Composition

1 Energy 5.51%
2 Financials 4.68%
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
$5K ﹤0.01%
+770
3477
$5K ﹤0.01%
+100
3478
$5K ﹤0.01%
+273
3479
$5K ﹤0.01%
+1,671
3480
$5K ﹤0.01%
+1,000
3481
$5K ﹤0.01%
+400
3482
$5K ﹤0.01%
+56
3483
$5K ﹤0.01%
+208
3484
$5K ﹤0.01%
+150
3485
$5K ﹤0.01%
+101
3486
$5K ﹤0.01%
+200
3487
$5K ﹤0.01%
+465
3488
$5K ﹤0.01%
+500
3489
$5K ﹤0.01%
+120
3490
$5K ﹤0.01%
+1,294
3491
$5K ﹤0.01%
+220
3492
$5K ﹤0.01%
+300
3493
$5K ﹤0.01%
+382
3494
$5K ﹤0.01%
+350
3495
$5K ﹤0.01%
+167
3496
$5K ﹤0.01%
+500
3497
$5K ﹤0.01%
+1,000
3498
$5K ﹤0.01%
2,000
3499
$5K ﹤0.01%
+2,000
3500
$5K ﹤0.01%
+867