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
451
$1.07M 0.01%
51,248
+8,985
452
$1.06M 0.01%
33,582
-42,542
453
$1.06M 0.01%
33,768
-1,087
454
$1.06M 0.01%
20,025
+3
455
$1.06M 0.01%
18,277
+7,111
456
$1.05M 0.01%
56,338
-24,662
457
$1.05M 0.01%
9,590
-4,737
458
$1.05M 0.01%
18,518
+5,369
459
$1.04M 0.01%
14,077
-6,696
460
$1.03M 0.01%
22,901
-3,917
461
$1.03M 0.01%
+32,134
462
$1.03M 0.01%
16,492
-287
463
$1.03M 0.01%
31,310
-29,830
464
$1.03M 0.01%
+4,606
465
$1.03M 0.01%
62,996
+1,094
466
$1.02M 0.01%
22,143
+7,133
467
$1.02M 0.01%
16,227
+2,233
468
$1.02M 0.01%
78,837
+6,862
469
$1.02M 0.01%
203,418
-78,098
470
$1.02M 0.01%
+5,687
471
$1.01M 0.01%
29,861
-450
472
$1.01M 0.01%
52,000
473
$1.01M 0.01%
27,241
+1,976
474
$1.01M 0.01%
17,455
+1,014
475
$1M 0.01%
+16,666
17 18
19
20 21