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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
$8.62B
AUM Growth
+$910M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,234
New
Increased
Reduced
Closed

Top Buys

1
+$363M
2
+$302M
3
+$85M
4
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$66.9M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$57M

Top Sells

1
+$260M
2
+$64.3M
3
+$28.5M
4
DAL icon
Delta Air Lines
DAL
+$11.4M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.63M

Sector Composition

1 Energy 7.66%
2 Financials 4.76%
3 Technology 3.4%
4 Industrials 2.32%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3726
$1K ﹤0.01%
100
3727
$1K ﹤0.01%
107
3728
$1K ﹤0.01%
555
-200
3729
$1K ﹤0.01%
120
-400
3730
$1K ﹤0.01%
100
3731
$1K ﹤0.01%
+47
3732
$1K ﹤0.01%
+300
3733
$1K ﹤0.01%
40
-60
3734
$1K ﹤0.01%
100
3735
$1K ﹤0.01%
+85
3736
$1K ﹤0.01%
+84
3737
$1K ﹤0.01%
452
-26
3738
$1K ﹤0.01%
133
-61
3739
$1K ﹤0.01%
200
3740
$1K ﹤0.01%
+48
3741
$1K ﹤0.01%
54
3742
$1K ﹤0.01%
36
+25
3743
$1K ﹤0.01%
119
3744
$1K ﹤0.01%
100
3745
$1K ﹤0.01%
+2,200
3746
$1K ﹤0.01%
167
3747
$1K ﹤0.01%
+37
3748
$1K ﹤0.01%
116
3749
$1K ﹤0.01%
25
-333
3750
$1K ﹤0.01%
33
148 149
150
151 152