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
3751
$3K ﹤0.01%
+205
3752
$3K ﹤0.01%
+100
3753
$3K ﹤0.01%
+100
3754
$3K ﹤0.01%
+11
3755
$3K ﹤0.01%
+427
3756
$3K ﹤0.01%
+100
3757
$3K ﹤0.01%
+500
3758
$3K ﹤0.01%
+1,093
3759
$3K ﹤0.01%
+211
3760
$3K ﹤0.01%
+37
3761
$3K ﹤0.01%
+300
3762
$3K ﹤0.01%
+10,150
3763
$3K ﹤0.01%
+301
3764
$3K ﹤0.01%
+200
3765
$3K ﹤0.01%
+247
3766
$3K ﹤0.01%
+100
3767
$3K ﹤0.01%
+1,000
3768
$3K ﹤0.01%
+280
3769
$3K ﹤0.01%
+300
3770
$3K ﹤0.01%
+935
3771
$3K ﹤0.01%
+225
3772
$3K ﹤0.01%
+2,150
3773
$3K ﹤0.01%
+38
3774
$3K ﹤0.01%
+800
3775
$3K ﹤0.01%
+200
149 150
151
152 153