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
1951
$56K ﹤0.01%
+1,000
1952
$56K ﹤0.01%
+1,800
1953
$56K ﹤0.01%
+2,247
1954
$56K ﹤0.01%
+1,173
1955
$56K ﹤0.01%
+15,000
1956
$56K ﹤0.01%
+1,301
1957
$56K ﹤0.01%
+2,700
1958
$55K ﹤0.01%
+700
1959
$55K ﹤0.01%
+1,863
1960
$55K ﹤0.01%
+3,000
1961
$55K ﹤0.01%
+2,100
1962
$55K ﹤0.01%
+3,000
1963
$55K ﹤0.01%
+617
1964
$55K ﹤0.01%
+1,549
1965
$55K ﹤0.01%
+802
1966
$55K ﹤0.01%
+2,523
1967
$55K ﹤0.01%
+1,581
1968
$55K ﹤0.01%
205,239
-21,600
1969
$55K ﹤0.01%
+1,020
1970
$54K ﹤0.01%
+1,827
1971
$54K ﹤0.01%
+670
1972
$54K ﹤0.01%
+1,729
1973
$54K ﹤0.01%
+1,500
1974
$54K ﹤0.01%
+2,062
1975
$54K ﹤0.01%
+1,548
77 78
79
80 81