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
276
$1.97M 0.02%
70,644
+7,928
277
$1.96M 0.02%
40,714
+265
278
$1.95M 0.02%
19,086
+149
279
$1.95M 0.02%
89,865
+24,148
280
$1.94M 0.02%
37,849
+941
281
$1.94M 0.02%
44,897
+3,252
282
$1.93M 0.02%
11,137
-410
283
$1.93M 0.02%
53,762
+6,712
284
$1.93M 0.02%
21,562
-1,307
285
$1.92M 0.02%
55,341
+1,161
286
$1.89M 0.02%
39,308
+8,076
287
$1.89M 0.02%
29,751
-6,734
288
$1.88M 0.02%
36,629
+1,665
289
$1.87M 0.02%
23,203
+15,105
290
$1.86M 0.02%
36,129
+30,322
291
$1.86M 0.02%
14,953
+6,369
292
$1.85M 0.02%
22,444
-685
293
$1.82M 0.02%
27,142
-5,798
294
$1.81M 0.02%
32,464
-158
295
$1.79M 0.02%
25,479
-1,218
296
$1.79M 0.02%
43,167
+4,443
297
$1.79M 0.02%
14,073
+450
298
$1.77M 0.02%
21,208
-6,223
299
$1.76M 0.02%
25,941
-575
300
$1.76M 0.02%
64,313
+188
10 11
12
13 14