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
2876
$14K ﹤0.01%
340
2877
$14K ﹤0.01%
+572
2878
$14K ﹤0.01%
1,025
+500
2879
$14K ﹤0.01%
2,250
+312
2880
$14K ﹤0.01%
+800
2881
$14K ﹤0.01%
262
2882
$14K ﹤0.01%
+975
2883
$14K ﹤0.01%
+1,000
2884
$13K ﹤0.01%
+400
2885
$13K ﹤0.01%
+807
2886
$13K ﹤0.01%
639
-225
2887
$13K ﹤0.01%
4,620
2888
$13K ﹤0.01%
2,075
+2,000
2889
$13K ﹤0.01%
375
2890
$13K ﹤0.01%
1,540
+540
2891
$13K ﹤0.01%
925
2892
$13K ﹤0.01%
+356
2893
$13K ﹤0.01%
394
-145
2894
$13K ﹤0.01%
400
2895
$13K ﹤0.01%
4,000
+1,000
2896
$13K ﹤0.01%
244
2897
$13K ﹤0.01%
600
-3,400
2898
$13K ﹤0.01%
200
-175
2899
$13K ﹤0.01%
247
2900
$13K ﹤0.01%
2,550
+1,900
114 115
116
117 118