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
3751
$2K ﹤0.01%
1,000
3752
$2K ﹤0.01%
900
3753
$2K ﹤0.01%
150
3754
$2K ﹤0.01%
50
3755
$2K ﹤0.01%
200
3756
$2K ﹤0.01%
100
3757
$2K ﹤0.01%
+100
3758
$2K ﹤0.01%
+200
3759
$2K ﹤0.01%
4,934
-33
3760
$2K ﹤0.01%
70
3761
$2K ﹤0.01%
145
3762
$2K ﹤0.01%
120
3763
$2K ﹤0.01%
100
3764
$2K ﹤0.01%
+68
3765
$2K ﹤0.01%
100
+15
3766
$2K ﹤0.01%
300
3767
$2K ﹤0.01%
225
3768
$2K ﹤0.01%
1,170
3769
$2K ﹤0.01%
+100
3770
$2K ﹤0.01%
210
3771
$2K ﹤0.01%
+100
3772
$2K ﹤0.01%
+500
3773
$2K ﹤0.01%
100
3774
$2K ﹤0.01%
+150
3775
$2K ﹤0.01%
300
-50
149 150
151
152 153