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
1776
$73K ﹤0.01%
+7,500
1777
$73K ﹤0.01%
+5,768
1778
$72K ﹤0.01%
+1,379
1779
$72K ﹤0.01%
+4,636
1780
$72K ﹤0.01%
3,060
-25,558
1781
$72K ﹤0.01%
+1,279
1782
$72K ﹤0.01%
+3,527
1783
$72K ﹤0.01%
+2,055
1784
$72K ﹤0.01%
13,800
1785
$72K ﹤0.01%
+195
1786
$72K ﹤0.01%
+4,995
1787
$72K ﹤0.01%
+1,019
1788
$72K ﹤0.01%
+9,167
1789
$72K ﹤0.01%
14,952
+2,948
1790
$71K ﹤0.01%
+2,610
1791
$71K ﹤0.01%
+913
1792
$71K ﹤0.01%
+1,108
1793
$71K ﹤0.01%
+3,706
1794
$71K ﹤0.01%
+7,900
1795
$71K ﹤0.01%
+4,000
1796
$71K ﹤0.01%
+3,335
1797
$71K ﹤0.01%
+6,978
1798
$71K ﹤0.01%
+2,000
1799
$71K ﹤0.01%
+2,600
1800
$71K ﹤0.01%
+4,259
70 71
72
73 74