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
876
$364K ﹤0.01%
+200,400
877
$363K ﹤0.01%
+6,439
878
$363K ﹤0.01%
+4,121
879
$362K ﹤0.01%
12,525
-1,716
880
$360K ﹤0.01%
10,378
-1,506
881
$360K ﹤0.01%
13,295
-1,538
882
$359K ﹤0.01%
12,224
+500
883
$359K ﹤0.01%
+11,073
884
$358K ﹤0.01%
40,189
+3,121
885
$355K ﹤0.01%
+9,302
886
$355K ﹤0.01%
14,433
-17
887
$354K ﹤0.01%
+6,581
888
$353K ﹤0.01%
49,343
+1,320
889
$353K ﹤0.01%
+3,391
890
$351K ﹤0.01%
+6,322
891
$350K ﹤0.01%
12,800
892
$350K ﹤0.01%
769
+662
893
$349K ﹤0.01%
+7,666
894
$347K ﹤0.01%
+6,359
895
$346K ﹤0.01%
+15,745
896
$345K ﹤0.01%
+8,200
897
$345K ﹤0.01%
34,248
+800
898
$345K ﹤0.01%
+3,952
899
$345K ﹤0.01%
+7,446
900
$344K ﹤0.01%
18,737
-1,100
34 35
36
37 38