Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
3501
$5K ﹤0.01%
+382
3502
$5K ﹤0.01%
+350
3503
$5K ﹤0.01%
+167
3504
$5K ﹤0.01%
+500
3505
$5K ﹤0.01%
+1,000
3506
$5K ﹤0.01%
2,000
3507
$5K ﹤0.01%
+2,000
3508
$5K ﹤0.01%
+867
3509
$5K ﹤0.01%
+1,023
3510
$5K ﹤0.01%
+750
3511
$5K ﹤0.01%
+100
3512
$5K ﹤0.01%
+265
3513
$5K ﹤0.01%
+500
3514
$5K ﹤0.01%
+200
3515
$5K ﹤0.01%
+75
3516
$5K ﹤0.01%
+300
3517
$5K ﹤0.01%
+120
3518
$5K ﹤0.01%
+775
3519
$5K ﹤0.01%
+202
3520
$5K ﹤0.01%
+75
3521
$5K ﹤0.01%
+800
3522
$5K ﹤0.01%
+235
3523
$5K ﹤0.01%
+405
3524
$5K ﹤0.01%
+113
3525
$5K ﹤0.01%
+1,300