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
3601
$4K ﹤0.01%
+500
3602
$4K ﹤0.01%
+725
3603
$4K ﹤0.01%
+168
3604
$4K ﹤0.01%
+600
3605
$4K ﹤0.01%
+65
3606
$4K ﹤0.01%
+82
3607
$4K ﹤0.01%
+25
3608
$4K ﹤0.01%
+100
3609
$4K ﹤0.01%
+92
3610
$4K ﹤0.01%
+2,000
3611
$4K ﹤0.01%
+264
3612
$4K ﹤0.01%
+121
3613
$4K ﹤0.01%
+42
3614
$4K ﹤0.01%
+200
3615
$4K ﹤0.01%
+245
3616
$4K ﹤0.01%
+250
3617
$4K ﹤0.01%
+5
3618
$4K ﹤0.01%
+1,392
3619
$4K ﹤0.01%
+200
3620
$4K ﹤0.01%
+200
3621
$4K ﹤0.01%
+133
3622
$4K ﹤0.01%
+293
3623
$4K ﹤0.01%
+67
3624
$4K ﹤0.01%
+100
3625
$4K ﹤0.01%
+400