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

Top Buys

1
+$363M
2
+$285M
3
+$84.5M
4
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$68.8M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$54.3M

Top Sells

1
+$244M
2
+$67.5M
3
+$27.1M
4
DAL icon
Delta Air Lines
DAL
+$10.8M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.05M

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
3776
$0 ﹤0.01%
7
3777
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-30
3778
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3779
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3780
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3781
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3782
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5
3783
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3784
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-13
3785
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-15
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-1,700
3787
$0 ﹤0.01%
36
-111
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3789
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3790
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3791
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3795
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-12
3800
$0 ﹤0.01%
65
150 151
152
153 154