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
1251
$178K ﹤0.01%
+6,458
1252
$177K ﹤0.01%
+3,015
1253
$177K ﹤0.01%
+4,285
1254
$177K ﹤0.01%
+17,214
1255
$177K ﹤0.01%
+2,200
1256
$176K ﹤0.01%
+1,008
1257
$176K ﹤0.01%
17,149
+4,327
1258
$176K ﹤0.01%
+2,714
1259
$176K ﹤0.01%
+1,924
1260
$175K ﹤0.01%
11,549
+248
1261
$175K ﹤0.01%
7,513
+1,911
1262
$175K ﹤0.01%
+3,268
1263
$174K ﹤0.01%
+4,944
1264
$174K ﹤0.01%
+1,954
1265
$174K ﹤0.01%
+24,300
1266
$174K ﹤0.01%
+70,100
1267
$173K ﹤0.01%
+4,267
1268
$172K ﹤0.01%
+10,856
1269
$172K ﹤0.01%
19,923
+3,421
1270
$172K ﹤0.01%
9,835
-311
1271
$171K ﹤0.01%
+9,948
1272
$171K ﹤0.01%
+2,101
1273
$171K ﹤0.01%
+3,639
1274
$171K ﹤0.01%
+7,739
1275
$170K ﹤0.01%
14,893
+476
49 50
51
52 53