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
2376
$31K ﹤0.01%
+3,954
2377
$31K ﹤0.01%
+2,083
2378
$31K ﹤0.01%
+2,845
2379
$31K ﹤0.01%
+674
2380
$31K ﹤0.01%
+1,071
2381
$31K ﹤0.01%
+284
2382
$31K ﹤0.01%
+1,055
2383
$31K ﹤0.01%
+2,156
2384
$31K ﹤0.01%
+2,500
2385
$31K ﹤0.01%
+297
2386
$31K ﹤0.01%
+722
2387
$31K ﹤0.01%
+350
2388
$30K ﹤0.01%
+518
2389
$30K ﹤0.01%
+10,094
2390
$30K ﹤0.01%
+1,005
2391
$30K ﹤0.01%
+1,200
2392
$30K ﹤0.01%
+1,986
2393
$30K ﹤0.01%
+72
2394
$30K ﹤0.01%
+1,647
2395
$30K ﹤0.01%
+2,367
2396
$30K ﹤0.01%
+2,500
2397
$30K ﹤0.01%
+71
2398
$30K ﹤0.01%
+728
2399
$30K ﹤0.01%
+2,180
2400
$30K ﹤0.01%
+2,068
94 95
96
97 98