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
976
$296K ﹤0.01%
60,465
-3,625
977
$296K ﹤0.01%
19,976
+2,308
978
$295K ﹤0.01%
+827
979
$294K ﹤0.01%
+3,226
980
$294K ﹤0.01%
+8,587
981
$294K ﹤0.01%
+3,194
982
$293K ﹤0.01%
+3,143
983
$293K ﹤0.01%
+340
984
$291K ﹤0.01%
+5,689
985
$289K ﹤0.01%
7,109
+770
986
$289K ﹤0.01%
2,459
+1,009
987
$288K ﹤0.01%
+5,109
988
$288K ﹤0.01%
+4,085
989
$288K ﹤0.01%
+18,615
990
$288K ﹤0.01%
6,315
991
$288K ﹤0.01%
+7,149
992
$286K ﹤0.01%
+6,090
993
$284K ﹤0.01%
+9,000
994
$284K ﹤0.01%
+6,898
995
$283K ﹤0.01%
+9,336
996
$283K ﹤0.01%
55,709
+1,559
997
$283K ﹤0.01%
+17,577
998
$283K ﹤0.01%
18,030
+5,030
999
$281K ﹤0.01%
+3,166
1000
$281K ﹤0.01%
+3,890
38 39
40
41 42