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
3826
$2K ﹤0.01%
+500
3827
$2K ﹤0.01%
+41
3828
$2K ﹤0.01%
+13
3829
$2K ﹤0.01%
+300
3830
$2K ﹤0.01%
+100
3831
$2K ﹤0.01%
+100
3832
$2K ﹤0.01%
+150
3833
$2K ﹤0.01%
+67
3834
$2K ﹤0.01%
+250
3835
$2K ﹤0.01%
+100
3836
$2K ﹤0.01%
+1,000
3837
$2K ﹤0.01%
+81
3838
$2K ﹤0.01%
+10
3839
$2K ﹤0.01%
+50
3840
$2K ﹤0.01%
+200
3841
$2K ﹤0.01%
+132
3842
$2K ﹤0.01%
+135
3843
$2K ﹤0.01%
1,100
-15,825
3844
$2K ﹤0.01%
+400
3845
$2K ﹤0.01%
+4
3846
$2K ﹤0.01%
+101
3847
$2K ﹤0.01%
+300
3848
$2K ﹤0.01%
+118
3849
$2K ﹤0.01%
+50
3850
$2K ﹤0.01%
+52
152 153
154
155 156