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
3651
$2K ﹤0.01%
7
-2
3652
$2K ﹤0.01%
25
-67
3653
$2K ﹤0.01%
1,000
3654
$2K ﹤0.01%
412
-6,306
3655
$2K ﹤0.01%
+43
3656
$2K ﹤0.01%
1,000
3657
$2K ﹤0.01%
+113
3658
$2K ﹤0.01%
178
-1,574
3659
$2K ﹤0.01%
+32
3660
$2K ﹤0.01%
400
3661
$2K ﹤0.01%
+200
3662
$2K ﹤0.01%
1,000
3663
$2K ﹤0.01%
226
-111
3664
$2K ﹤0.01%
54
-35
3665
$2K ﹤0.01%
192
+84
3666
$2K ﹤0.01%
22
-36
3667
$2K ﹤0.01%
100
+62
3668
$2K ﹤0.01%
+100
3669
$2K ﹤0.01%
90
-2,000
3670
$2K ﹤0.01%
13
3671
$2K ﹤0.01%
19
-1,000
3672
$2K ﹤0.01%
77
-200
3673
$2K ﹤0.01%
38
3674
$2K ﹤0.01%
310
3675
$2K ﹤0.01%
+36
145 146
147
148 149