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
3726
$3K ﹤0.01%
+100
3727
$3K ﹤0.01%
+170
3728
$3K ﹤0.01%
+300
3729
$3K ﹤0.01%
+266
3730
$3K ﹤0.01%
+4
3731
$3K ﹤0.01%
341
-234,208
3732
$3K ﹤0.01%
+600
3733
$3K ﹤0.01%
+50
3734
$3K ﹤0.01%
+232
3735
$3K ﹤0.01%
+24
3736
$3K ﹤0.01%
+30
3737
$3K ﹤0.01%
+80
3738
$3K ﹤0.01%
+66
3739
$3K ﹤0.01%
+202
3740
$3K ﹤0.01%
+22
3741
$3K ﹤0.01%
+176
3742
$3K ﹤0.01%
+1,000
3743
$3K ﹤0.01%
+25
3744
$3K ﹤0.01%
+100
3745
$3K ﹤0.01%
+96
3746
$3K ﹤0.01%
+400
3747
$3K ﹤0.01%
+52
3748
$3K ﹤0.01%
+65
3749
$3K ﹤0.01%
+102
3750
$3K ﹤0.01%
+150