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
3851
$2K ﹤0.01%
+100
3852
$2K ﹤0.01%
+310
3853
$2K ﹤0.01%
+244
3854
$2K ﹤0.01%
+100
3855
$2K ﹤0.01%
+160
3856
$2K ﹤0.01%
+113
3857
$2K ﹤0.01%
+900
3858
$2K ﹤0.01%
+308
3859
$2K ﹤0.01%
+150
3860
$2K ﹤0.01%
+200
3861
$2K ﹤0.01%
+13
3862
$2K ﹤0.01%
+57
3863
$2K ﹤0.01%
+200
3864
$2K ﹤0.01%
+434
3865
$2K ﹤0.01%
+123
3866
$2K ﹤0.01%
+135
3867
$2K ﹤0.01%
+340
3868
$2K ﹤0.01%
+54
3869
$2K ﹤0.01%
+63
3870
$2K ﹤0.01%
+245
3871
$2K ﹤0.01%
+5,651
3872
$2K ﹤0.01%
+145
3873
$2K ﹤0.01%
+25
3874
$2K ﹤0.01%
+120
3875
$2K ﹤0.01%
+13
153 154
155
156 157