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
3576
$3K ﹤0.01%
+912
3577
$3K ﹤0.01%
7
3578
$3K ﹤0.01%
333
+250
3579
$3K ﹤0.01%
42
3580
$3K ﹤0.01%
+70
3581
$3K ﹤0.01%
+500
3582
$3K ﹤0.01%
+500
3583
$3K ﹤0.01%
100
3584
$3K ﹤0.01%
65
3585
$3K ﹤0.01%
2,100
3586
$3K ﹤0.01%
387
3587
$3K ﹤0.01%
300
-66
3588
$3K ﹤0.01%
+300
3589
$3K ﹤0.01%
50
3590
$3K ﹤0.01%
408
3591
$3K ﹤0.01%
+61
3592
$3K ﹤0.01%
100
3593
$3K ﹤0.01%
+500
3594
$3K ﹤0.01%
+13
3595
$3K ﹤0.01%
104
-1,100
3596
$3K ﹤0.01%
+43
3597
$3K ﹤0.01%
+160
3598
$3K ﹤0.01%
800
3599
$3K ﹤0.01%
200
3600
$3K ﹤0.01%
+66
142 143
144
145 146