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
351
$1.39M 0.01%
54,348
+116
352
$1.39M 0.01%
35,744
+2,558
353
$1.38M 0.01%
12,946
+159
354
$1.38M 0.01%
18,969
+2,406
355
$1.38M 0.01%
47,964
-710
356
$1.37M 0.01%
65,069
+48,353
357
$1.36M 0.01%
20,107
+20,000
358
$1.35M 0.01%
40,083
+3,394
359
$1.33M 0.01%
+8,129
360
$1.33M 0.01%
79,209
+6,409
361
$1.33M 0.01%
26,353
+3,702
362
$1.33M 0.01%
56,799
-5,199
363
$1.32M 0.01%
19,657
+7,364
364
$1.32M 0.01%
20,192
-142
365
$1.32M 0.01%
22,491
+5,643
366
$1.32M 0.01%
10,487
+167
367
$1.31M 0.01%
36,000
368
$1.3M 0.01%
38,000
+36,593
369
$1.28M 0.01%
47,734
+3,736
370
$1.28M 0.01%
11,746
+1,746
371
$1.28M 0.01%
139,903
+10,600
372
$1.28M 0.01%
14,168
+144
373
$1.28M 0.01%
27,664
+1,739
374
$1.28M 0.01%
36,309
+8,212
375
$1.28M 0.01%
579
-28
13 14
15
16 17