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 4.68%
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
1651
$88K ﹤0.01%
+2,865
1652
$88K ﹤0.01%
+5,460
1653
$88K ﹤0.01%
14,500
1654
$88K ﹤0.01%
+3,269
1655
$87K ﹤0.01%
32,767
+2,750
1656
$87K ﹤0.01%
+7,218
1657
$87K ﹤0.01%
+10,122
1658
$87K ﹤0.01%
+1,000
1659
$87K ﹤0.01%
+18,800
1660
$87K ﹤0.01%
+1,850
1661
$87K ﹤0.01%
+1,300
1662
$87K ﹤0.01%
+1,569
1663
$87K ﹤0.01%
+2,333
1664
$86K ﹤0.01%
+1,256
1665
$86K ﹤0.01%
6,719
-11,851
1666
$86K ﹤0.01%
+919
1667
$86K ﹤0.01%
+1,630
1668
$85K ﹤0.01%
+1,976
1669
$85K ﹤0.01%
+5,500
1670
$85K ﹤0.01%
+5,712
1671
$85K ﹤0.01%
+6,350
1672
$85K ﹤0.01%
+5,133
1673
$85K ﹤0.01%
+3,633
1674
$85K ﹤0.01%
+3,500
1675
$85K ﹤0.01%
+1,306
65 66
67
68 69