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
1826
$68K ﹤0.01%
+1,700
1827
$67K ﹤0.01%
+2,018
1828
$67K ﹤0.01%
+1,451
1829
$67K ﹤0.01%
3,326
-15,530
1830
$67K ﹤0.01%
+3,479
1831
$67K ﹤0.01%
14,132
+2,967
1832
$67K ﹤0.01%
+257
1833
$67K ﹤0.01%
+4,269
1834
$67K ﹤0.01%
+1,000
1835
$66K ﹤0.01%
+2,315
1836
$66K ﹤0.01%
+3,047
1837
$66K ﹤0.01%
+2,725
1838
$66K ﹤0.01%
+1,819
1839
$66K ﹤0.01%
+5,198
1840
$66K ﹤0.01%
+3,185
1841
$65K ﹤0.01%
+4,689
1842
$65K ﹤0.01%
+1,019
1843
$65K ﹤0.01%
+950
1844
$65K ﹤0.01%
+3,657
1845
$65K ﹤0.01%
+4,259
1846
$65K ﹤0.01%
10,643
-1,030
1847
$65K ﹤0.01%
+2,026
1848
$65K ﹤0.01%
13,322
+2,824
1849
$65K ﹤0.01%
96
1850
$65K ﹤0.01%
14,692
-77
72 73
74
75 76