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
376
$1.43M 0.01%
36,178
-698
377
$1.42M 0.01%
12,787
-9,003
378
$1.42M 0.01%
27,987
-2,013
379
$1.42M 0.01%
31,561
+13,359
380
$1.4M 0.01%
11,477
+1,268
381
$1.4M 0.01%
30,263
+770
382
$1.4M 0.01%
+6,494
383
$1.39M 0.01%
14,703
+1,085
384
$1.39M 0.01%
+7,754
385
$1.39M 0.01%
33,026
-5,130
386
$1.39M 0.01%
143,415
+24,074
387
$1.38M 0.01%
+14,193
388
$1.38M 0.01%
29,021
-992
389
$1.37M 0.01%
83,028
-14,570
390
$1.37M 0.01%
25,314
-1
391
$1.36M 0.01%
51,830
-3,098
392
$1.36M 0.01%
95,617
393
$1.35M 0.01%
28,461
-2,022
394
$1.34M 0.01%
14,139
+160
395
$1.34M 0.01%
15,499
+336
396
$1.34M 0.01%
25,606
+2,424
397
$1.33M 0.01%
+875
398
$1.33M 0.01%
+7,267
399
$1.33M 0.01%
30,080
+1,600
400
$1.32M 0.01%
11,435
-771
14 15
16
17 18