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
$9.61B
AUM Growth
+$992M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,481
New
Increased
Reduced
Closed

Top Buys

1
+$77.2M
2
+$72.7M
3
+$65.3M
4
PAA icon
Plains All American Pipeline
PAA
+$59.6M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$58.8M

Top Sells

1
+$57M
2
+$55.3M
3
+$15.3M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$12.9M
5
VDE icon
Vanguard Energy ETF
VDE
+$12.3M

Sector Composition

1 Energy 6.44%
2 Financials 4.85%
3 Technology 3.58%
4 Healthcare 2.52%
5 Consumer Discretionary 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2851
$14K ﹤0.01%
1,140
-935
2852
$14K ﹤0.01%
208
2853
$14K ﹤0.01%
+1,446
2854
$14K ﹤0.01%
+633
2855
$14K ﹤0.01%
+1,300
2856
$14K ﹤0.01%
1,000
2857
$14K ﹤0.01%
502
2858
$14K ﹤0.01%
500
+300
2859
$14K ﹤0.01%
700
2860
$14K ﹤0.01%
+590
2861
$14K ﹤0.01%
600
+100
2862
$14K ﹤0.01%
415
+115
2863
$14K ﹤0.01%
400
2864
$14K ﹤0.01%
2,350
2865
$14K ﹤0.01%
400
2866
$14K ﹤0.01%
200
-55
2867
$14K ﹤0.01%
10,000
-5,000
2868
$14K ﹤0.01%
300
2869
$14K ﹤0.01%
616
+205
2870
$14K ﹤0.01%
609
+599
2871
$14K ﹤0.01%
1,300
-600
2872
$14K ﹤0.01%
490
-300
2873
$14K ﹤0.01%
459
+209
2874
$14K ﹤0.01%
519
-11
2875
$14K ﹤0.01%
42
113 114
115
116 117