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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
3676
$3K ﹤0.01%
+50
3677
$3K ﹤0.01%
+118
3678
$3K ﹤0.01%
+764
3679
$3K ﹤0.01%
+45
3680
$3K ﹤0.01%
+133
3681
$3K ﹤0.01%
+200
3682
$3K ﹤0.01%
+58
3683
$3K ﹤0.01%
+201
3684
$3K ﹤0.01%
+17
3685
$3K ﹤0.01%
+196
3686
$3K ﹤0.01%
+22
3687
– –
0
3688
$3K ﹤0.01%
+106
3689
$3K ﹤0.01%
+103
3690
$3K ﹤0.01%
+70
3691
$3K ﹤0.01%
+100
3692
$3K ﹤0.01%
+1,010
3693
$3K ﹤0.01%
+101
3694
$3K ﹤0.01%
+80
3695
$3K ﹤0.01%
+600
3696
$3K ﹤0.01%
+366
3697
$3K ﹤0.01%
+200
3698
$3K ﹤0.01%
+200
3699
$3K ﹤0.01%
+600
3700
$3K ﹤0.01%
+100
146 147
148
149 150