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
826
$405K ﹤0.01%
+1,957
827
$402K ﹤0.01%
24,609
-3,897
828
$401K ﹤0.01%
30,957
829
$400K ﹤0.01%
12,368
+100
830
$399K ﹤0.01%
4,707
+227
831
$399K ﹤0.01%
+5,370
832
$398K ﹤0.01%
8,012
-2,298
833
$398K ﹤0.01%
+9,412
834
$397K ﹤0.01%
+8,731
835
$397K ﹤0.01%
+7,951
836
$395K ﹤0.01%
+2,617
837
$394K ﹤0.01%
+10,968
838
$393K ﹤0.01%
+2,830
839
$392K ﹤0.01%
+6,405
840
$392K ﹤0.01%
+6,743
841
$391K ﹤0.01%
32,572
+3,396
842
$391K ﹤0.01%
+6,045
843
$391K ﹤0.01%
+7,885
844
$390K ﹤0.01%
+7,003
845
$390K ﹤0.01%
27,713
-4,928
846
$388K ﹤0.01%
+8,545
847
$387K ﹤0.01%
17,605
-154
848
$386K ﹤0.01%
+7,308
849
$386K ﹤0.01%
88,638
+64,963
850
$385K ﹤0.01%
22,945
-260
32 33
34
35 36