Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
4,482
New
Increased
Reduced
Closed

Top Buys

1 +$77.2M
2 +$71.1M
3 +$64.6M
4
PAA icon
Plains All American Pipeline
PAA
+$61.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$61.1M

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
3176
$8K ﹤0.01%
200
+146
3177
$8K ﹤0.01%
500
-35
3178
$8K ﹤0.01%
400
3179
$8K ﹤0.01%
+404
3180
$8K ﹤0.01%
+5,000
3181
$8K ﹤0.01%
200
3182
$8K ﹤0.01%
+591
3183
$8K ﹤0.01%
+630
3184
$8K ﹤0.01%
1,900
+1,000
3185
$8K ﹤0.01%
163
-176
3186
$8K ﹤0.01%
300
3187
$8K ﹤0.01%
200
3188
$8K ﹤0.01%
570
+370
3189
$8K ﹤0.01%
+408
3190
$8K ﹤0.01%
560
+400
3191
$8K ﹤0.01%
+325
3192
$8K ﹤0.01%
655
+355
3193
$8K ﹤0.01%
571
3194
$8K ﹤0.01%
400
+100
3195
$8K ﹤0.01%
215
+50
3196
$8K ﹤0.01%
500
3197
$8K ﹤0.01%
134
3198
$8K ﹤0.01%
600
3199
$7K ﹤0.01%
2,020
3200
$7K ﹤0.01%
+1,000