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
3801
$1K ﹤0.01%
50
-28
3802
$1K ﹤0.01%
31
3803
$1K ﹤0.01%
115
+110
3804
$1K ﹤0.01%
+200
3805
$1K ﹤0.01%
200
-250
3806
$1K ﹤0.01%
100
+50
3807
$1K ﹤0.01%
1
3808
$1K ﹤0.01%
42
3809
$1K ﹤0.01%
35
3810
$1K ﹤0.01%
+50
3811
$1K ﹤0.01%
81
+21
3812
$1K ﹤0.01%
30
-50
3813
$1K ﹤0.01%
40
3814
$1K ﹤0.01%
27
3815
$1K ﹤0.01%
555
3816
$1K ﹤0.01%
120
3817
$1K ﹤0.01%
+100
3818
$1K ﹤0.01%
40
3819
$1K ﹤0.01%
100
3820
$1K ﹤0.01%
100
-24,930
3821
$1K ﹤0.01%
13
+8
3822
$1K ﹤0.01%
+50
3823
$1K ﹤0.01%
23
-13
3824
$1K ﹤0.01%
78
-41
3825
$1K ﹤0.01%
2,350
+150
151 152
153
154 155