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
351
$1.58M 0.01%
85,000
-2,000
352
$1.58M 0.01%
41,498
-6,370
353
$1.57M 0.01%
99,881
+1,361
354
$1.57M 0.01%
123,655
+11,977
355
$1.56M 0.01%
21,063
-14
356
$1.56M 0.01%
+2,153
357
$1.55M 0.01%
78,209
+54,217
358
$1.52M 0.01%
+105,700
359
$1.52M 0.01%
25,114
+3,222
360
$1.49M 0.01%
18,227
-2,215
361
$1.49M 0.01%
22,151
362
$1.49M 0.01%
13,777
-2,105
363
$1.48M 0.01%
+3,188
364
$1.48M 0.01%
15,592
-4,176
365
$1.48M 0.01%
34,222
-12
366
$1.47M 0.01%
185,127
+2,309
367
$1.47M 0.01%
60,592
+35
368
$1.47M 0.01%
105,688
+36,702
369
$1.46M 0.01%
33,781
-1,465
370
$1.45M 0.01%
13,236
-2,364
371
$1.44M 0.01%
58,320
+5,396
372
$1.44M 0.01%
21,054
-4,800
373
$1.44M 0.01%
31,451
+1,122
374
$1.44M 0.01%
24,667
-744
375
$1.43M 0.01%
16,423
+150
13 14
15
16 17