Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
3601
$3K ﹤0.01%
500
3602
$3K ﹤0.01%
5
3603
$3K ﹤0.01%
190
3604
$3K ﹤0.01%
52
3605
$3K ﹤0.01%
+100
3606
$3K ﹤0.01%
41
+37
3607
$3K ﹤0.01%
181
3608
$3K ﹤0.01%
+200
3609
$3K ﹤0.01%
+1,011
3610
$3K ﹤0.01%
10
3611
$3K ﹤0.01%
+100
3612
$3K ﹤0.01%
1,000
3613
$3K ﹤0.01%
+1,800
3614
$3K ﹤0.01%
1,000
3615
$3K ﹤0.01%
+855
3616
$3K ﹤0.01%
34
3617
$3K ﹤0.01%
83
+72
3618
$3K ﹤0.01%
200
3619
$3K ﹤0.01%
40
3620
$3K ﹤0.01%
1,800
+200
3621
$3K ﹤0.01%
150
3622
$3K ﹤0.01%
395
3623
$3K ﹤0.01%
+100
3624
$3K ﹤0.01%
+5,000
3625
$3K ﹤0.01%
200
143 144
145
146 147