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
1276
$170K ﹤0.01%
+3,998
1277
$170K ﹤0.01%
+4,225
1278
$170K ﹤0.01%
1,600
1279
$170K ﹤0.01%
26,145
+12,127
1280
$169K ﹤0.01%
17,615
+2,696
1281
$168K ﹤0.01%
+7,529
1282
$168K ﹤0.01%
60,785
+47,637
1283
$168K ﹤0.01%
5,205
-473
1284
$168K ﹤0.01%
+7,984
1285
$168K ﹤0.01%
+6,000
1286
$167K ﹤0.01%
12,093
1287
$167K ﹤0.01%
+5,754
1288
$166K ﹤0.01%
+7,213
1289
$166K ﹤0.01%
4,671
-11,000
1290
$166K ﹤0.01%
+6,849
1291
$166K ﹤0.01%
+4,403
1292
$166K ﹤0.01%
+5,913
1293
$166K ﹤0.01%
+4,407
1294
$165K ﹤0.01%
11,177
+500
1295
$165K ﹤0.01%
+3,291
1296
$164K ﹤0.01%
+4,086
1297
$164K ﹤0.01%
+10,474
1298
$164K ﹤0.01%
15,831
+4,550
1299
$163K ﹤0.01%
8,502
-4,690
1300
$163K ﹤0.01%
+8,320
50 51
52
53 54