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
426
$1.23M 0.01%
25,602
+8,570
427
$1.22M 0.01%
45,126
+264
428
$1.22M 0.01%
12,575
-333
429
$1.22M 0.01%
21,308
+374
430
$1.22M 0.01%
831
+335
431
$1.22M 0.01%
203,465
+50
432
$1.21M 0.01%
9,994
+1,304
433
$1.21M 0.01%
+72,465
434
$1.2M 0.01%
+11,005
435
$1.2M 0.01%
+109,477
436
$1.18M 0.01%
22,643
+49
437
$1.17M 0.01%
+51,708
438
$1.16M 0.01%
18,995
-1,670
439
$1.16M 0.01%
+64,104
440
$1.15M 0.01%
14,133
+1,901
441
$1.15M 0.01%
+9,578
442
$1.15M 0.01%
160,560
-17,753
443
$1.13M 0.01%
12,560
-2,426
444
$1.12M 0.01%
20,556
+2,963
445
$1.1M 0.01%
45,894
-1,331
446
$1.1M 0.01%
+23,458
447
$1.1M 0.01%
43,640
+8,772
448
$1.09M 0.01%
+60,200
449
$1.09M 0.01%
18,201
+142
450
$1.08M 0.01%
120,256
+23,966
16 17
18
19 20