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
4051
$1K ﹤0.01%
+87
4052
$1K ﹤0.01%
+12
4053
$1K ﹤0.01%
+80
4054
$1K ﹤0.01%
+300
4055
$1K ﹤0.01%
+40
4056
$1K ﹤0.01%
+28
4057
$1K ﹤0.01%
+2
4058
$1K ﹤0.01%
+100
4059
$1K ﹤0.01%
+100
4060
$1K ﹤0.01%
+210
4061
$1K ﹤0.01%
+22
4062
$1K ﹤0.01%
+200
4063
$1K ﹤0.01%
+34
4064
$1K ﹤0.01%
+105
4065
$1K ﹤0.01%
+1,306
4066
$1K ﹤0.01%
+11
4067
$1K ﹤0.01%
+40
4068
$1K ﹤0.01%
+18
4069
$1K ﹤0.01%
+40
4070
$1K ﹤0.01%
+37
4071
$1K ﹤0.01%
+42
4072
$1K ﹤0.01%
+40
4073
$1K ﹤0.01%
+588
4074
$1K ﹤0.01%
+33
4075
$1K ﹤0.01%
+69