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Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
+$140M
2
+$133M
3
+$95M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$64.6M
5
EPD icon
Enterprise Products Partners
EPD
+$55.6M

Top Sells

1
+$54.4M
2
+$48.9M
3
+$29.2M
4
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$29.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$27.9M

Sector Composition

1 Energy 5.51%
2 Financials 4.68%
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
3901
$2K ﹤0.01%
+101
3902
$2K ﹤0.01%
+2,000
3903
$2K ﹤0.01%
+27
3904
$2K ﹤0.01%
+150
3905
$2K ﹤0.01%
+139
3906
$2K ﹤0.01%
+100
3907
$2K ﹤0.01%
400
3908
$2K ﹤0.01%
+3,200
3909
$2K ﹤0.01%
+7
3910
$2K ﹤0.01%
+67
3911
$2K ﹤0.01%
+250
3912
$2K ﹤0.01%
+100
3913
$2K ﹤0.01%
+10
3914
$1K ﹤0.01%
+70
3915
$1K ﹤0.01%
+65
3916
$1K ﹤0.01%
+33
3917
$1K ﹤0.01%
+300
3918
$1K ﹤0.01%
+34
3919
$1K ﹤0.01%
+50
3920
$1K ﹤0.01%
+170
3921
$1K ﹤0.01%
+900
3922
$1K ﹤0.01%
+17
3923
$1K ﹤0.01%
+1
3924
$1K ﹤0.01%
+99
3925
$1K ﹤0.01%
+299
155 156
157
158 159