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
3726
$2K ﹤0.01%
46
3727
$2K ﹤0.01%
105
-23
3728
$2K ﹤0.01%
47
3729
$2K ﹤0.01%
101
3730
$2K ﹤0.01%
+200
3731
$2K ﹤0.01%
+4,000
3732
$2K ﹤0.01%
+150
3733
$2K ﹤0.01%
+30
3734
$2K ﹤0.01%
158
3735
$2K ﹤0.01%
100
3736
$2K ﹤0.01%
+68
3737
$2K ﹤0.01%
100
+15
3738
$2K ﹤0.01%
173
3739
$2K ﹤0.01%
166
+33
3740
$2K ﹤0.01%
500
3741
$2K ﹤0.01%
100
3742
$2K ﹤0.01%
200
3743
$2K ﹤0.01%
87
3744
$2K ﹤0.01%
54
3745
$2K ﹤0.01%
+82
3746
$2K ﹤0.01%
108
-223
3747
$2K ﹤0.01%
+100
3748
$2K ﹤0.01%
100
3749
$2K ﹤0.01%
92
-42
3750
$2K ﹤0.01%
1,200
148 149
150
151 152