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
3951
$1K ﹤0.01%
+836
3952
0
3953
$1K ﹤0.01%
+86
3954
$1K ﹤0.01%
+1,800
3955
$1K ﹤0.01%
+300
3956
$1K ﹤0.01%
+501
3957
$1K ﹤0.01%
+3,000
3958
$1K ﹤0.01%
+100
3959
$1K ﹤0.01%
+213
3960
$1K ﹤0.01%
+60
3961
$1K ﹤0.01%
+1,541
3962
$1K ﹤0.01%
+1,000
3963
$1K ﹤0.01%
+16
3964
$1K ﹤0.01%
+5,500
3965
$1K ﹤0.01%
+300
3966
$1K ﹤0.01%
+300
3967
$1K ﹤0.01%
+961
3968
$1K ﹤0.01%
+427
3969
$1K ﹤0.01%
+300
3970
$1K ﹤0.01%
+212
3971
$1K ﹤0.01%
+102
3972
$1K ﹤0.01%
+2,000
3973
$1K ﹤0.01%
+100
3974
$1K ﹤0.01%
+100
3975
$1K ﹤0.01%
+200