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
1976
$54K ﹤0.01%
+6,155
1977
$54K ﹤0.01%
+1,110
1978
$54K ﹤0.01%
+2,655
1979
$54K ﹤0.01%
+5,500
1980
$54K ﹤0.01%
+2,481
1981
$54K ﹤0.01%
+3,764
1982
$54K ﹤0.01%
+2,500
1983
$54K ﹤0.01%
+6,000
1984
$54K ﹤0.01%
+8,807
1985
$54K ﹤0.01%
+7,533
1986
$53K ﹤0.01%
+9
1987
$53K ﹤0.01%
+3,300
1988
$53K ﹤0.01%
+9,665
1989
$53K ﹤0.01%
+2,561
1990
$53K ﹤0.01%
+1,300
1991
$53K ﹤0.01%
+3,776
1992
$53K ﹤0.01%
+1,844
1993
$53K ﹤0.01%
+2,381
1994
$53K ﹤0.01%
+335
1995
$53K ﹤0.01%
+337
1996
$53K ﹤0.01%
+2,800
1997
$53K ﹤0.01%
+1,342
1998
$53K ﹤0.01%
+3,768
1999
$53K ﹤0.01%
+1,475
2000
$52K ﹤0.01%
+1,409
78 79
80
81 82