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
3826
$1K ﹤0.01%
7
3827
$1K ﹤0.01%
146
3828
$1K ﹤0.01%
200
3829
– –
0
3830
$1K ﹤0.01%
+18
3831
$1K ﹤0.01%
11
3832
$1K ﹤0.01%
+61
3833
$1K ﹤0.01%
47
+45
3834
$1K ﹤0.01%
14
3835
$1K ﹤0.01%
40
3836
$1K ﹤0.01%
66
3837
$1K ﹤0.01%
18
-32
3838
$1K ﹤0.01%
180
-125
3839
$1K ﹤0.01%
100
-203
3840
$1K ﹤0.01%
+15
3841
$1K ﹤0.01%
13
3842
$1K ﹤0.01%
40
3843
$1K ﹤0.01%
+1,000
3844
$1K ﹤0.01%
100
3845
$1K ﹤0.01%
+100
3846
$1K ﹤0.01%
14
3847
$1K ﹤0.01%
13
-109
3848
$1K ﹤0.01%
58
-979
3849
$1K ﹤0.01%
10
3850
$1K ﹤0.01%
121
-827
152 153
154
155 156