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
3551
$5K ﹤0.01%
+175
3552
$5K ﹤0.01%
+300
3553
$5K ﹤0.01%
+10
3554
$5K ﹤0.01%
+204
3555
$5K ﹤0.01%
+200
3556
$5K ﹤0.01%
+1,050
3557
$5K ﹤0.01%
+171
3558
$5K ﹤0.01%
+186
3559
$5K ﹤0.01%
+342
3560
$5K ﹤0.01%
+245
3561
$5K ﹤0.01%
+800
3562
$5K ﹤0.01%
+215
3563
$5K ﹤0.01%
+166
3564
$5K ﹤0.01%
+600
3565
$5K ﹤0.01%
+630
3566
$5K ﹤0.01%
+100
3567
$5K ﹤0.01%
+658
3568
$5K ﹤0.01%
+300
3569
$5K ﹤0.01%
+150
3570
$5K ﹤0.01%
+500
3571
$5K ﹤0.01%
+1,900
3572
$5K ﹤0.01%
+43
3573
$5K ﹤0.01%
+350
3574
$5K ﹤0.01%
+200
3575
$5K ﹤0.01%
+110