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
1726
$78K ﹤0.01%
+1,355
1727
$78K ﹤0.01%
+5,408
1728
$78K ﹤0.01%
+1,527
1729
$78K ﹤0.01%
+1,158
1730
$78K ﹤0.01%
+1,830
1731
$77K ﹤0.01%
+3,643
1732
$77K ﹤0.01%
+3,857
1733
$77K ﹤0.01%
+6,000
1734
$77K ﹤0.01%
+9,200
1735
$77K ﹤0.01%
+66
1736
$77K ﹤0.01%
+3,047
1737
$76K ﹤0.01%
18,000
+3,000
1738
$76K ﹤0.01%
+2,665
1739
$76K ﹤0.01%
+5,500
1740
$76K ﹤0.01%
+7,936
1741
$76K ﹤0.01%
+2,025
1742
$76K ﹤0.01%
+849
1743
$76K ﹤0.01%
+3,105
1744
$76K ﹤0.01%
+2,438
1745
$76K ﹤0.01%
+1,400
1746
$76K ﹤0.01%
+3,393
1747
$76K ﹤0.01%
+3,000
1748
$76K ﹤0.01%
+3,073
1749
$75K ﹤0.01%
+4,833
1750
$75K ﹤0.01%
+2,078
68 69
70
71 72