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
1851
$65K ﹤0.01%
+3,250
1852
$65K ﹤0.01%
+4,244
1853
$65K ﹤0.01%
+4,800
1854
$65K ﹤0.01%
12,013
1855
$65K ﹤0.01%
+1,758
1856
$65K ﹤0.01%
+7,596
1857
$64K ﹤0.01%
+1,683
1858
$64K ﹤0.01%
+1,760
1859
$64K ﹤0.01%
+3,344
1860
$64K ﹤0.01%
+3,000
1861
$64K ﹤0.01%
+4,248
1862
$64K ﹤0.01%
+689
1863
$64K ﹤0.01%
36,975
+175
1864
$64K ﹤0.01%
+3,142
1865
$64K ﹤0.01%
+4,100
1866
$63K ﹤0.01%
+3,500
1867
$63K ﹤0.01%
+3,734
1868
$63K ﹤0.01%
+1,545
1869
$63K ﹤0.01%
+2,991
1870
$63K ﹤0.01%
+2,500
1871
$63K ﹤0.01%
+476
1872
$63K ﹤0.01%
+1,310
1873
$63K ﹤0.01%
+1,575
1874
$62K ﹤0.01%
+1,734
1875
$62K ﹤0.01%
+1,310
73 74
75
76 77