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
3276
$7K ﹤0.01%
+2,540
3277
$7K ﹤0.01%
+1,500
3278
$7K ﹤0.01%
+499
3279
$6K ﹤0.01%
+323
3280
$6K ﹤0.01%
116
-83
3281
$6K ﹤0.01%
400
3282
$6K ﹤0.01%
+600
3283
$6K ﹤0.01%
120
-100
3284
$6K ﹤0.01%
209
3285
$6K ﹤0.01%
+5
3286
$6K ﹤0.01%
+138
3287
$6K ﹤0.01%
500
3288
$6K ﹤0.01%
200
3289
$6K ﹤0.01%
500
-880
3290
$6K ﹤0.01%
230
3291
$6K ﹤0.01%
250
+150
3292
$6K ﹤0.01%
144
-12
3293
$6K ﹤0.01%
220
-936
3294
$6K ﹤0.01%
101
3295
$6K ﹤0.01%
+300
3296
$6K ﹤0.01%
211
3297
$6K ﹤0.01%
202
-193
3298
$6K ﹤0.01%
1,000
3299
$6K ﹤0.01%
539
3300
$6K ﹤0.01%
50
130 131
132
133 134