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
2226
$38K ﹤0.01%
+3,109
2227
$38K ﹤0.01%
+3,263
2228
$38K ﹤0.01%
+1,733
2229
$38K ﹤0.01%
+1,486
2230
$38K ﹤0.01%
+493
2231
$38K ﹤0.01%
+474
2232
$38K ﹤0.01%
+220
2233
$38K ﹤0.01%
+1,441
2234
$38K ﹤0.01%
1,190
-9,175
2235
$38K ﹤0.01%
+66
2236
$38K ﹤0.01%
+748
2237
$38K ﹤0.01%
15,488
2238
$38K ﹤0.01%
+1,507
2239
$38K ﹤0.01%
+924
2240
$38K ﹤0.01%
+4,600
2241
$38K ﹤0.01%
+250
2242
$38K ﹤0.01%
60
+11
2243
$38K ﹤0.01%
+3,010
2244
$38K ﹤0.01%
+550
2245
$38K ﹤0.01%
+3,000
2246
$38K ﹤0.01%
+2,003
2247
$37K ﹤0.01%
+699
2248
$37K ﹤0.01%
+3,000
2249
$37K ﹤0.01%
+150
2250
$37K ﹤0.01%
+3,033
88 89
90
91 92