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
4026
$1K ﹤0.01%
+31
4027
$1K ﹤0.01%
+93
4028
$1K ﹤0.01%
+131
4029
$1K ﹤0.01%
+216
4030
$1K ﹤0.01%
+5
4031
$1K ﹤0.01%
+64
4032
$1K ﹤0.01%
+41
4033
$1K ﹤0.01%
+700
4034
$1K ﹤0.01%
+575
4035
$1K ﹤0.01%
+50
4036
$1K ﹤0.01%
+100
4037
$1K ﹤0.01%
+60
4038
$1K ﹤0.01%
+30
4039
$1K ﹤0.01%
+42
4040
$1K ﹤0.01%
+40
4041
$1K ﹤0.01%
+112
4042
$1K ﹤0.01%
+3,202
4043
$1K ﹤0.01%
+50
4044
$1K ﹤0.01%
+26
4045
$1K ﹤0.01%
+100
4046
$1K ﹤0.01%
+37
4047
$1K ﹤0.01%
+100
4048
$1K ﹤0.01%
+300
4049
$1K ﹤0.01%
+700
4050
$1K ﹤0.01%
+77