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
3676
– –
-1
3677
$2K ﹤0.01%
104
3678
$2K ﹤0.01%
410
+110
3679
$2K ﹤0.01%
900
3680
$2K ﹤0.01%
150
3681
$2K ﹤0.01%
50
3682
$2K ﹤0.01%
200
3683
$2K ﹤0.01%
100
3684
$2K ﹤0.01%
123
3685
$2K ﹤0.01%
+400
3686
$2K ﹤0.01%
+4
3687
$2K ﹤0.01%
41
+1
3688
$2K ﹤0.01%
200
-2,700
3689
$2K ﹤0.01%
+7
3690
$2K ﹤0.01%
46
3691
$2K ﹤0.01%
1
-250
3692
$2K ﹤0.01%
1,306
3693
$2K ﹤0.01%
5
3694
$2K ﹤0.01%
+35
3695
$2K ﹤0.01%
87
3696
$2K ﹤0.01%
450
3697
$2K ﹤0.01%
198
3698
$2K ﹤0.01%
+25
3699
$2K ﹤0.01%
+100
3700
$2K ﹤0.01%
+200
146 147
148
149 150