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
3926
$1K ﹤0.01%
+9
3927
$1K ﹤0.01%
+205
3928
$1K ﹤0.01%
+120
3929
$1K ﹤0.01%
+7
3930
$1K ﹤0.01%
+25
3931
$1K ﹤0.01%
+30
3932
$1K ﹤0.01%
+500
3933
$1K ﹤0.01%
+19
3934
$1K ﹤0.01%
+300
3935
$1K ﹤0.01%
+152
3936
$1K ﹤0.01%
+1,000
3937
$1K ﹤0.01%
+500
3938
$1K ﹤0.01%
+135
3939
$1K ﹤0.01%
+50
3940
$1K ﹤0.01%
+50
3941
$1K ﹤0.01%
+622
3942
$1K ﹤0.01%
+196
3943
$1K ﹤0.01%
+263
3944
$1K ﹤0.01%
+600
3945
$1K ﹤0.01%
+188
3946
$1K ﹤0.01%
+100
3947
$1K ﹤0.01%
+70
3948
$1K ﹤0.01%
+75
3949
$1K ﹤0.01%
+120
3950
$1K ﹤0.01%
+466