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

Top Sells

1
+$59.1M
2
+$58M
3
+$15M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$13.3M
5
VDE icon
Vanguard Energy ETF
VDE
+$13.1M

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
3251
$7K ﹤0.01%
300
3252
$7K ﹤0.01%
500
3253
$7K ﹤0.01%
852
+152
3254
$7K ﹤0.01%
202
-1,855
3255
$7K ﹤0.01%
1,025
3256
$7K ﹤0.01%
500
-60
3257
$7K ﹤0.01%
365
3258
$7K ﹤0.01%
500
3259
$7K ﹤0.01%
2,421
-1,890
3260
$7K ﹤0.01%
1,000
3261
$7K ﹤0.01%
1,635
3262
$7K ﹤0.01%
7,600
-2,565
3263
$7K ﹤0.01%
430
+255
3264
$7K ﹤0.01%
2,882
3265
$7K ﹤0.01%
710
3266
$7K ﹤0.01%
168
+50
3267
$7K ﹤0.01%
+500
3268
$7K ﹤0.01%
666
-267
3269
$7K ﹤0.01%
+300
3270
$7K ﹤0.01%
705
-10
3271
$7K ﹤0.01%
+2,540
3272
$7K ﹤0.01%
+1,500
3273
$7K ﹤0.01%
+499
3274
$7K ﹤0.01%
200
3275
$7K ﹤0.01%
+400
129 130
131
132 133