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
3501
$5K ﹤0.01%
+101
3502
$5K ﹤0.01%
+200
3503
$5K ﹤0.01%
+465
3504
$5K ﹤0.01%
+500
3505
$5K ﹤0.01%
+120
3506
$5K ﹤0.01%
+1,294
3507
$5K ﹤0.01%
+350
3508
$5K ﹤0.01%
+167
3509
$5K ﹤0.01%
+1,000
3510
$5K ﹤0.01%
2,000
3511
$5K ﹤0.01%
+2,000
3512
$5K ﹤0.01%
+867
3513
$5K ﹤0.01%
+1,023
3514
$5K ﹤0.01%
+750
3515
$5K ﹤0.01%
+100
3516
$5K ﹤0.01%
+265
3517
$5K ﹤0.01%
+116
3518
$5K ﹤0.01%
+120
3519
$5K ﹤0.01%
+64
3520
$5K ﹤0.01%
+775
3521
$5K ﹤0.01%
+202
3522
$5K ﹤0.01%
+800
3523
$5K ﹤0.01%
+235
3524
$5K ﹤0.01%
+405
3525
$5K ﹤0.01%
+113