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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
3926
$1K ﹤0.01%
+48
3927
$1K ﹤0.01%
+5,500
3928
$1K ﹤0.01%
+300
3929
$1K ﹤0.01%
+300
3930
$1K ﹤0.01%
+961
3931
$1K ﹤0.01%
+427
3932
$1K ﹤0.01%
+300
3933
$1K ﹤0.01%
+212
3934
$1K ﹤0.01%
+102
3935
$1K ﹤0.01%
+2,000
3936
$1K ﹤0.01%
+82
3937
$1K ﹤0.01%
+1,037
3938
$1K ﹤0.01%
+31
3939
$1K ﹤0.01%
+100
3940
$1K ﹤0.01%
+100
3941
$1K ﹤0.01%
+200
3942
$1K ﹤0.01%
+137
3943
$1K ﹤0.01%
+2,703
3944
$1K ﹤0.01%
+100
3945
$1K ﹤0.01%
+500
3946
$1K ﹤0.01%
+196
3947
$1K ﹤0.01%
+1
3948
$1K ﹤0.01%
+65
3949
$1K ﹤0.01%
+44
3950
$1K ﹤0.01%
+37
156 157
158
159 160