Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
4,482
New
Increased
Reduced
Closed

Top Buys

1
+$77.2M
2
+$71.1M
3
+$64.6M
4
PAA icon
Plains All American Pipeline
PAA
+$61.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$61.1M

Top Sells

1
+$59.1M
2
+$58M
3
+$15M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$13.3M
5
VDE icon
Vanguard Energy ETF
VDE
+$13.1M

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
3776
$1K ﹤0.01%
358
3777
$1K ﹤0.01%
1,500
3778
$1K ﹤0.01%
900
3779
$1K ﹤0.01%
1,000
-100
3780
$1K ﹤0.01%
620
3781
$1K ﹤0.01%
210
3782
$1K ﹤0.01%
200
3783
$1K ﹤0.01%
+41
3784
$1K ﹤0.01%
100
3785
$1K ﹤0.01%
280
3786
$1K ﹤0.01%
369
-263
3787
$1K ﹤0.01%
+2,000
3788
$1K ﹤0.01%
1,500
3789
$1K ﹤0.01%
175
-340
3790
$1K ﹤0.01%
737
-1,302
3791
$1K ﹤0.01%
300
3792
$1K ﹤0.01%
50
-28
3793
$1K ﹤0.01%
31
3794
$1K ﹤0.01%
115
+110
3795
$1K ﹤0.01%
100
3796
$1K ﹤0.01%
+200
3797
$1K ﹤0.01%
200
-250
3798
$1K ﹤0.01%
100
+50
3799
$1K ﹤0.01%
1
3800
$1K ﹤0.01%
+5
150 151
152
153 154