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 4.68%
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
4076
$1K ﹤0.01%
+60
4077
$1K ﹤0.01%
+166
4078
$1K ﹤0.01%
+500
4079
$1K ﹤0.01%
+61
4080
$1K ﹤0.01%
+70
4081
$1K ﹤0.01%
+75
4082
$1K ﹤0.01%
+120
4083
$1K ﹤0.01%
+466
4084
$1K ﹤0.01%
+836
4085
0
4086
$1K ﹤0.01%
+86
4087
$1K ﹤0.01%
+1,800
4088
$1K ﹤0.01%
+1,179
4089
$1K ﹤0.01%
+1,541
4090
$1K ﹤0.01%
+1,000
4091
$1K ﹤0.01%
+16
4092
$1K ﹤0.01%
+3,250
4093
$1K ﹤0.01%
+4,655
4094
$1K ﹤0.01%
+70
4095
$1K ﹤0.01%
+65
4096
$1K ﹤0.01%
+33
4097
$1K ﹤0.01%
+300
4098
$1K ﹤0.01%
+34
4099
$1K ﹤0.01%
+50
4100
$1K ﹤0.01%
+900