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
3576
$3K ﹤0.01%
+80
3577
$3K ﹤0.01%
500
-500
3578
$3K ﹤0.01%
50
3579
$3K ﹤0.01%
+1,200
3580
$3K ﹤0.01%
+25
3581
$3K ﹤0.01%
+217
3582
$3K ﹤0.01%
200
-445
3583
$3K ﹤0.01%
+167
3584
$3K ﹤0.01%
201
+1
3585
$3K ﹤0.01%
+200
3586
$3K ﹤0.01%
600
3587
$3K ﹤0.01%
+121
3588
$3K ﹤0.01%
+912
3589
$3K ﹤0.01%
7
3590
$3K ﹤0.01%
333
+250
3591
$3K ﹤0.01%
42
3592
$3K ﹤0.01%
+70
3593
$3K ﹤0.01%
+500
3594
$3K ﹤0.01%
+500
3595
$3K ﹤0.01%
175
-48
3596
$3K ﹤0.01%
+4
3597
$3K ﹤0.01%
100
3598
$3K ﹤0.01%
65
3599
$3K ﹤0.01%
2,100
3600
$3K ﹤0.01%
+13
142 143
144
145 146