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
3601
$3K ﹤0.01%
104
-1,100
3602
$3K ﹤0.01%
+43
3603
$3K ﹤0.01%
+160
3604
$3K ﹤0.01%
800
3605
$3K ﹤0.01%
200
3606
$3K ﹤0.01%
+66
3607
$3K ﹤0.01%
163
3608
$3K ﹤0.01%
357
+300
3609
$3K ﹤0.01%
1,563
+500
3610
$3K ﹤0.01%
+69
3611
$3K ﹤0.01%
152
-530
3612
$3K ﹤0.01%
100
-400
3613
$3K ﹤0.01%
32
+12
3614
$3K ﹤0.01%
65
3615
$3K ﹤0.01%
+54
3616
$3K ﹤0.01%
24
-5
3617
$3K ﹤0.01%
13
-37
3618
$3K ﹤0.01%
+52
3619
$3K ﹤0.01%
+44
3620
$3K ﹤0.01%
+4
3621
$3K ﹤0.01%
66
3622
$3K ﹤0.01%
+1
3623
$3K ﹤0.01%
202
3624
$3K ﹤0.01%
101
-13
3625
$3K ﹤0.01%
139
143 144
145
146 147