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
3701
$3K ﹤0.01%
+764
3702
$3K ﹤0.01%
+45
3703
$3K ﹤0.01%
+133
3704
$3K ﹤0.01%
+200
3705
$3K ﹤0.01%
+58
3706
$3K ﹤0.01%
+201
3707
$3K ﹤0.01%
+17
3708
$3K ﹤0.01%
+196
3709
$3K ﹤0.01%
+22
3710
0
3711
$3K ﹤0.01%
+300
3712
$3K ﹤0.01%
+850
3713
$3K ﹤0.01%
+101
3714
$3K ﹤0.01%
+80
3715
$3K ﹤0.01%
+105
3716
$3K ﹤0.01%
+50
3717
0
3718
$3K ﹤0.01%
+108
3719
$3K ﹤0.01%
+13
3720
$3K ﹤0.01%
+56
3721
$3K ﹤0.01%
+600
3722
$3K ﹤0.01%
+366
3723
$3K ﹤0.01%
+200
3724
$3K ﹤0.01%
+200
3725
$3K ﹤0.01%
+600