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
$8.62B
AUM Growth
+$910M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,234
New
Increased
Reduced
Closed

Top Buys

1
+$363M
2
+$285M
3
+$84.5M
4
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$68.8M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$54.3M

Top Sells

1
+$244M
2
+$67.5M
3
+$27.1M
4
DAL icon
Delta Air Lines
DAL
+$10.8M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.05M

Sector Composition

1 Energy 7.66%
2 Financials 4.76%
3 Technology 3.4%
4 Industrials 2.32%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$136K ﹤0.01%
10,484
+1,221
1277
$136K ﹤0.01%
5,264
1278
$135K ﹤0.01%
2,472
+1,924
1279
$135K ﹤0.01%
4,424
+1,073
1280
$135K ﹤0.01%
1,500
+1,054
1281
$135K ﹤0.01%
18,445
1282
$135K ﹤0.01%
5,947
+642
1283
$134K ﹤0.01%
19,523
+362
1284
$134K ﹤0.01%
2,844
-233
1285
$134K ﹤0.01%
12,671
-1,699
1286
$134K ﹤0.01%
8,062
+1,000
1287
$133K ﹤0.01%
+14,205
1288
$132K ﹤0.01%
3,637
-3,000
1289
$132K ﹤0.01%
22,634
+372
1290
$132K ﹤0.01%
2,527
+271
1291
$132K ﹤0.01%
6,020
+2,550
1292
$131K ﹤0.01%
4,549
1293
$131K ﹤0.01%
16,766
+2,150
1294
$131K ﹤0.01%
2,151
-699
1295
$131K ﹤0.01%
6,167
+1,000
1296
$131K ﹤0.01%
4,343
+1,253
1297
$130K ﹤0.01%
+3,100
1298
$130K ﹤0.01%
+7,245
1299
$130K ﹤0.01%
3,899
+463
1300
$129K ﹤0.01%
8,500
50 51
52
53 54