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
476
$1M 0.01%
+31,765
477
$998K 0.01%
+19,050
478
$989K 0.01%
53,589
+6,202
479
$981K 0.01%
58,165
+1,715
480
$980K 0.01%
27,638
+2,186
481
$975K 0.01%
22,528
+8,234
482
$969K 0.01%
18,304
-5,155
483
$968K 0.01%
79,869
+34
484
$966K 0.01%
+8,239
485
$965K 0.01%
23,243
+1,224
486
$963K 0.01%
99,408
+31,033
487
$963K 0.01%
17,537
+176
488
$962K 0.01%
+7,245
489
$956K 0.01%
+39,904
490
$956K 0.01%
36,092
-34,645
491
$956K 0.01%
+7,638
492
$951K 0.01%
16,550
+2,314
493
$946K 0.01%
+8,028
494
$944K 0.01%
17,432
+534
495
$943K 0.01%
29,792
+1,699
496
$942K 0.01%
13,231
+1,369
497
$937K 0.01%
113,246
-2,850
498
$937K 0.01%
+8,072
499
$932K 0.01%
37,117
-13,491
500
$931K 0.01%
37,711
+4,879
18 19
20
21 22