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
1901
$60K ﹤0.01%
+6,099
1902
$60K ﹤0.01%
+1,900
1903
$60K ﹤0.01%
+4,634
1904
$60K ﹤0.01%
+844
1905
$60K ﹤0.01%
+4,300
1906
$60K ﹤0.01%
+862
1907
$60K ﹤0.01%
+1,415
1908
$60K ﹤0.01%
+1,191
1909
$60K ﹤0.01%
+900
1910
$59K ﹤0.01%
+375
1911
$59K ﹤0.01%
33,000
1912
$59K ﹤0.01%
+2,379
1913
$59K ﹤0.01%
+6,705
1914
$59K ﹤0.01%
16,325
+325
1915
$59K ﹤0.01%
+760
1916
$59K ﹤0.01%
+2,175
1917
$59K ﹤0.01%
+775
1918
$59K ﹤0.01%
+1,842
1919
$59K ﹤0.01%
+4,033
1920
$58K ﹤0.01%
+1,560
1921
$58K ﹤0.01%
+203
1922
$58K ﹤0.01%
+2,572
1923
$58K ﹤0.01%
+1,064
1924
$58K ﹤0.01%
+4,588
1925
$58K ﹤0.01%
+1,079
75 76
77
78 79