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
3876
$2K ﹤0.01%
+25
3877
$2K ﹤0.01%
+21
3878
$2K ﹤0.01%
+44
3879
$2K ﹤0.01%
+54
3880
$2K ﹤0.01%
+314
3881
$2K ﹤0.01%
+5
3882
$2K ﹤0.01%
+160
3883
$2K ﹤0.01%
+200
3884
$2K ﹤0.01%
+100
3885
$2K ﹤0.01%
+250
3886
$2K ﹤0.01%
+500
3887
$2K ﹤0.01%
+400
3888
$2K ﹤0.01%
+158
3889
$2K ﹤0.01%
+1,100
3890
$2K ﹤0.01%
+3,000
3891
$2K ﹤0.01%
+100
3892
$2K ﹤0.01%
+700
3893
$2K ﹤0.01%
+25
3894
$2K ﹤0.01%
+200
3895
$2K ﹤0.01%
+87
3896
$2K ﹤0.01%
+54
3897
$2K ﹤0.01%
+400
3898
$2K ﹤0.01%
+200
3899
$2K ﹤0.01%
+400
3900
$2K ﹤0.01%
+500
154 155
156
157 158