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
3651
$4K ﹤0.01%
+339
3652
$4K ﹤0.01%
+5
3653
$4K ﹤0.01%
+115
3654
$4K ﹤0.01%
+185
3655
$4K ﹤0.01%
+225
3656
$4K ﹤0.01%
+1,000
3657
$4K ﹤0.01%
+90
3658
$4K ﹤0.01%
983
-2,667
3659
$4K ﹤0.01%
+2,800
3660
$4K ﹤0.01%
+102
3661
$4K ﹤0.01%
+200
3662
$4K ﹤0.01%
+400
3663
$4K ﹤0.01%
+68
3664
$4K ﹤0.01%
+176
3665
$4K ﹤0.01%
+202
3666
$4K ﹤0.01%
+262
3667
$4K ﹤0.01%
+2,600
3668
$4K ﹤0.01%
+305
3669
$4K ﹤0.01%
+402
3670
$4K ﹤0.01%
+500
3671
$4K ﹤0.01%
+600
3672
$4K ﹤0.01%
+84
3673
$4K ﹤0.01%
+54
3674
$4K ﹤0.01%
+82
3675
$4K ﹤0.01%
+150