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
3976
$1K ﹤0.01%
+137
3977
$1K ﹤0.01%
+2,703
3978
$1K ﹤0.01%
+100
3979
$1K ﹤0.01%
+500
3980
$1K ﹤0.01%
83
-93,026
3981
$1K ﹤0.01%
+13
3982
$1K ﹤0.01%
+38
3983
$1K ﹤0.01%
+164
3984
$1K ﹤0.01%
+67
3985
$1K ﹤0.01%
+152
3986
$1K ﹤0.01%
+9
3987
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+10
3988
$1K ﹤0.01%
+104
3989
$1K ﹤0.01%
+100
3990
$1K ﹤0.01%
+38
3991
$1K ﹤0.01%
+245
3992
$1K ﹤0.01%
+27
3993
$1K ﹤0.01%
+150
3994
0
3995
$1K ﹤0.01%
+80
3996
$1K ﹤0.01%
+107
3997
$1K ﹤0.01%
+70
3998
$1K ﹤0.01%
+500
3999
$1K ﹤0.01%
+1
4000
$1K ﹤0.01%
+58