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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
3726
$3K ﹤0.01%
+100
3727
$3K ﹤0.01%
+10
3728
$3K ﹤0.01%
+400
3729
$3K ﹤0.01%
+300
3730
$3K ﹤0.01%
+10,150
3731
$3K ﹤0.01%
+301
3732
$3K ﹤0.01%
+200
3733
$3K ﹤0.01%
+90
3734
$3K ﹤0.01%
+247
3735
$3K ﹤0.01%
+100
3736
$3K ﹤0.01%
+1,000
3737
$3K ﹤0.01%
+280
3738
$3K ﹤0.01%
+300
3739
$3K ﹤0.01%
+935
3740
$3K ﹤0.01%
+225
3741
$3K ﹤0.01%
+2,150
3742
$3K ﹤0.01%
+38
3743
$3K ﹤0.01%
+800
3744
$3K ﹤0.01%
+200
3745
$3K ﹤0.01%
300
-30,857
3746
$3K ﹤0.01%
+200
3747
$3K ﹤0.01%
+235
3748
$3K ﹤0.01%
+280
3749
$3K ﹤0.01%
+912
3750
$3K ﹤0.01%
+850
148 149
150
151 152