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
1751
$75K ﹤0.01%
+3,529
1752
$75K ﹤0.01%
+3,400
1753
$75K ﹤0.01%
+947
1754
$75K ﹤0.01%
+3,162
1755
$75K ﹤0.01%
+808
1756
$75K ﹤0.01%
+4,906
1757
$75K ﹤0.01%
+1,919
1758
$75K ﹤0.01%
+1,650
1759
$75K ﹤0.01%
+3,601
1760
$75K ﹤0.01%
+3,546
1761
$74K ﹤0.01%
+2,200
1762
$74K ﹤0.01%
+6,553
1763
$74K ﹤0.01%
+3,577
1764
$74K ﹤0.01%
1,856
-1,763
1765
$74K ﹤0.01%
+3,250
1766
$74K ﹤0.01%
+54
1767
$74K ﹤0.01%
+2,721
1768
$74K ﹤0.01%
+2,409
1769
$74K ﹤0.01%
3,526
+2,257
1770
$73K ﹤0.01%
+7,541
1771
$73K ﹤0.01%
+1,638
1772
$73K ﹤0.01%
+1,482
1773
$73K ﹤0.01%
+1,653
1774
$73K ﹤0.01%
12,260
1775
$73K ﹤0.01%
+3,236
69 70
71
72 73