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
3526
$5K ﹤0.01%
+675
3527
$5K ﹤0.01%
+1,300
3528
$5K ﹤0.01%
+172
3529
$5K ﹤0.01%
+500
3530
$5K ﹤0.01%
+1,000
3531
$5K ﹤0.01%
+797
3532
$5K ﹤0.01%
+200
3533
$5K ﹤0.01%
+200
3534
$5K ﹤0.01%
+1,251
3535
$5K ﹤0.01%
+408
3536
$5K ﹤0.01%
+150
3537
$5K ﹤0.01%
+496
3538
$5K ﹤0.01%
+700
3539
$5K ﹤0.01%
+400
3540
$5K ﹤0.01%
+200
3541
$5K ﹤0.01%
+400
3542
$5K ﹤0.01%
+215
3543
$5K ﹤0.01%
+120
3544
$5K ﹤0.01%
+309
3545
$5K ﹤0.01%
+5
3546
$5K ﹤0.01%
+200
3547
$5K ﹤0.01%
+124
3548
$5K ﹤0.01%
+200
3549
$5K ﹤0.01%
+400
3550
$5K ﹤0.01%
+572