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
4276
$0 ﹤0.01%
+6
4277
$0 ﹤0.01%
+200
4278
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+5
4279
$0 ﹤0.01%
+11
4280
$0 ﹤0.01%
+10
4281
$0 ﹤0.01%
+43
4282
$0 ﹤0.01%
+176
4283
$0 ﹤0.01%
+25
4284
$0 ﹤0.01%
+19
4285
0
4286
$0 ﹤0.01%
+20
4287
$0 ﹤0.01%
+2
4288
$0 ﹤0.01%
+167
4289
$0 ﹤0.01%
+28
4290
$0 ﹤0.01%
+150