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
2026
$50K ﹤0.01%
+1,390
2027
$50K ﹤0.01%
+870
2028
$50K ﹤0.01%
+1,461
2029
$50K ﹤0.01%
+8,788
2030
$50K ﹤0.01%
+793
2031
$50K ﹤0.01%
+1,054
2032
$50K ﹤0.01%
+1,141
2033
$50K ﹤0.01%
+7,900
2034
$50K ﹤0.01%
+1,721
2035
$49K ﹤0.01%
+1,131
2036
$49K ﹤0.01%
1,275
-63
2037
$49K ﹤0.01%
+4,200
2038
$49K ﹤0.01%
+2,700
2039
$49K ﹤0.01%
+634
2040
$49K ﹤0.01%
+15
2041
$49K ﹤0.01%
+4,518
2042
$49K ﹤0.01%
+1,268
2043
$49K ﹤0.01%
+3,111
2044
$49K ﹤0.01%
+813
2045
$49K ﹤0.01%
+3,000
2046
$49K ﹤0.01%
+8,170
2047
$49K ﹤0.01%
+3,805
2048
$49K ﹤0.01%
+1,063
2049
$49K ﹤0.01%
+165
2050
$48K ﹤0.01%
+5,000
80 81
82
83 84