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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
3526
$5K ﹤0.01%
+1,251
3527
$5K ﹤0.01%
+408
3528
$5K ﹤0.01%
+150
3529
$5K ﹤0.01%
+496
3530
$5K ﹤0.01%
+700
3531
$5K ﹤0.01%
+400
3532
$5K ﹤0.01%
+200
3533
$5K ﹤0.01%
+400
3534
$5K ﹤0.01%
+215
3535
$5K ﹤0.01%
+120
3536
$5K ﹤0.01%
+309
3537
$5K ﹤0.01%
+1
3538
$5K ﹤0.01%
+200
3539
$5K ﹤0.01%
+124
3540
$5K ﹤0.01%
+200
3541
$5K ﹤0.01%
+400
3542
$5K ﹤0.01%
+100
3543
$5K ﹤0.01%
+572
3544
$5K ﹤0.01%
+175
3545
$5K ﹤0.01%
+215
3546
$5K ﹤0.01%
+166
3547
$5K ﹤0.01%
1,170
-5,021
3548
$5K ﹤0.01%
+3,633
3549
$5K ﹤0.01%
+300
3550
$5K ﹤0.01%
+1,524
140 141
142
143 144