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
3176
$8K ﹤0.01%
+578
3177
$8K ﹤0.01%
3
+1
3178
$8K ﹤0.01%
242
3179
$8K ﹤0.01%
916
+311
3180
$8K ﹤0.01%
26
3181
$8K ﹤0.01%
2,000
3182
$8K ﹤0.01%
300
3183
$8K ﹤0.01%
50
3184
$8K ﹤0.01%
+500
3185
$8K ﹤0.01%
200
+146
3186
$8K ﹤0.01%
500
-35
3187
$8K ﹤0.01%
400
3188
$8K ﹤0.01%
+404
3189
$8K ﹤0.01%
+5,000
3190
$8K ﹤0.01%
200
3191
$8K ﹤0.01%
500
3192
$8K ﹤0.01%
134
3193
$8K ﹤0.01%
600
3194
$8K ﹤0.01%
+591
3195
$8K ﹤0.01%
+630
3196
$8K ﹤0.01%
1,900
+1,000
3197
$8K ﹤0.01%
163
-176
3198
$8K ﹤0.01%
200
3199
$7K ﹤0.01%
+1,000
3200
$7K ﹤0.01%
202
+100