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
3626
$3K ﹤0.01%
+6
3627
$3K ﹤0.01%
100
3628
$3K ﹤0.01%
+10
3629
$3K ﹤0.01%
100
3630
$3K ﹤0.01%
150
3631
$3K ﹤0.01%
500
3632
$3K ﹤0.01%
5
3633
$3K ﹤0.01%
190
3634
$3K ﹤0.01%
52
3635
$3K ﹤0.01%
+100
3636
$3K ﹤0.01%
41
+37
3637
$3K ﹤0.01%
181
3638
$3K ﹤0.01%
+200
3639
$3K ﹤0.01%
+1,011
3640
$3K ﹤0.01%
10
3641
$3K ﹤0.01%
+100
3642
$3K ﹤0.01%
1,000
3643
$3K ﹤0.01%
+1,800
3644
$3K ﹤0.01%
1,000
3645
$3K ﹤0.01%
+855
3646
$3K ﹤0.01%
34
3647
$3K ﹤0.01%
83
+72
3648
$3K ﹤0.01%
+5,000
3649
$3K ﹤0.01%
2,000
-2,634
3650
$3K ﹤0.01%
1,575
-1,425
144 145
146
147 148