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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
3701
$3K ﹤0.01%
+170
3702
$3K ﹤0.01%
+144
3703
$3K ﹤0.01%
+200
3704
$3K ﹤0.01%
+650
3705
$3K ﹤0.01%
+266
3706
$3K ﹤0.01%
+4
3707
$3K ﹤0.01%
341
-234,208
3708
$3K ﹤0.01%
+24
3709
$3K ﹤0.01%
+80
3710
$3K ﹤0.01%
+66
3711
$3K ﹤0.01%
+25
3712
$3K ﹤0.01%
+100
3713
$3K ﹤0.01%
+6
3714
$3K ﹤0.01%
+300
3715
$3K ﹤0.01%
+102
3716
$3K ﹤0.01%
+205
3717
$3K ﹤0.01%
+427
3718
$3K ﹤0.01%
+100
3719
$3K ﹤0.01%
+500
3720
$3K ﹤0.01%
+1,093
3721
$3K ﹤0.01%
+211
3722
$3K ﹤0.01%
+37
3723
$3K ﹤0.01%
+90
3724
$3K ﹤0.01%
+200
3725
$3K ﹤0.01%
+94
147 148
149
150 151