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
4001
$1K ﹤0.01%
+60
4002
$1K ﹤0.01%
+166
4003
$1K ﹤0.01%
+61
4004
$1K ﹤0.01%
+44
4005
$1K ﹤0.01%
+99
4006
$1K ﹤0.01%
+68
4007
$1K ﹤0.01%
+1,179
4008
$1K ﹤0.01%
+3,250
4009
$1K ﹤0.01%
+4,655
4010
$1K ﹤0.01%
+70
4011
$1K ﹤0.01%
+65
4012
$1K ﹤0.01%
+33
4013
$1K ﹤0.01%
+300
4014
$1K ﹤0.01%
+34
4015
$1K ﹤0.01%
+50
4016
$1K ﹤0.01%
+1,170
4017
$1K ﹤0.01%
+170
4018
$1K ﹤0.01%
+900
4019
$1K ﹤0.01%
+17
4020
$1K ﹤0.01%
+1
4021
$1K ﹤0.01%
+99
4022
$1K ﹤0.01%
+299
4023
$1K ﹤0.01%
+48
4024
$1K ﹤0.01%
+82
4025
$1K ﹤0.01%
+1,037