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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
3951
$1K ﹤0.01%
+200
3952
$1K ﹤0.01%
+61
3953
$1K ﹤0.01%
+44
3954
$1K ﹤0.01%
+99
3955
$1K ﹤0.01%
+68
3956
$1K ﹤0.01%
+19
3957
$1K ﹤0.01%
+300
3958
$1K ﹤0.01%
+152
3959
$1K ﹤0.01%
+1,000
3960
$1K ﹤0.01%
+500
3961
$1K ﹤0.01%
+50
3962
$1K ﹤0.01%
+263
3963
$1K ﹤0.01%
+600
3964
$1K ﹤0.01%
+188
3965
$1K ﹤0.01%
+100
3966
$1K ﹤0.01%
+70
3967
$1K ﹤0.01%
+75
3968
$1K ﹤0.01%
+120
3969
$1K ﹤0.01%
+466
3970
$1K ﹤0.01%
+836
3971
– –
0
3972
$1K ﹤0.01%
+300
3973
$1K ﹤0.01%
+28
3974
$1K ﹤0.01%
+100
3975
$1K ﹤0.01%
+2
157 158
159
160 161