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
2451
$27K ﹤0.01%
+307
2452
$27K ﹤0.01%
+1,095
2453
$27K ﹤0.01%
+605
2454
– –
0
2455
$27K ﹤0.01%
+1,000
2456
$27K ﹤0.01%
+1,551
2457
$27K ﹤0.01%
+572
2458
$27K ﹤0.01%
+311
2459
$27K ﹤0.01%
12,097
+93
2460
$27K ﹤0.01%
+734
2461
$27K ﹤0.01%
+98
2462
$27K ﹤0.01%
+5,000
2463
$27K ﹤0.01%
+1,396
2464
$27K ﹤0.01%
+411
2465
$27K ﹤0.01%
+255
2466
$27K ﹤0.01%
+429
2467
$27K ﹤0.01%
+2,007
2468
$27K ﹤0.01%
+2,900
2469
$27K ﹤0.01%
+3,369
2470
$27K ﹤0.01%
+4,200
2471
$27K ﹤0.01%
+720
2472
$27K ﹤0.01%
+1,797
2473
$27K ﹤0.01%
+671
2474
$27K ﹤0.01%
+1,481
2475
$27K ﹤0.01%
+410
97 98
99
100 101