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
3626
$4K ﹤0.01%
+100
3627
0
3628
$4K ﹤0.01%
+100
3629
0
3630
$4K ﹤0.01%
+93
3631
$4K ﹤0.01%
+380
3632
$4K ﹤0.01%
+100
3633
$4K ﹤0.01%
+186
3634
$4K ﹤0.01%
+103
3635
$4K ﹤0.01%
+259
3636
$4K ﹤0.01%
+314
3637
$4K ﹤0.01%
+46
3638
$4K ﹤0.01%
+82
3639
$4K ﹤0.01%
+63
3640
$4K ﹤0.01%
+300
3641
$4K ﹤0.01%
+50
3642
$4K ﹤0.01%
+4
3643
$4K ﹤0.01%
+300
3644
$4K ﹤0.01%
+578
3645
$4K ﹤0.01%
+5
3646
$4K ﹤0.01%
+150
3647
$4K ﹤0.01%
+110
3648
$4K ﹤0.01%
+1,000
3649
$4K ﹤0.01%
+100
3650
$4K ﹤0.01%
+300