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%
+109
3827
$1K ﹤0.01%
188
+88
3828
$1K ﹤0.01%
101
-200
3829
$1K ﹤0.01%
100
3830
$1K ﹤0.01%
+5
3831
$1K ﹤0.01%
77
+25
3832
$1K ﹤0.01%
4
-9
3833
$1K ﹤0.01%
+200
3834
$1K ﹤0.01%
+16
3835
$1K ﹤0.01%
50
-500
3836
$1K ﹤0.01%
106
-30
3837
$1K ﹤0.01%
109
3838
$1K ﹤0.01%
100
-115
3839
$1K ﹤0.01%
440
3840
$1K ﹤0.01%
13
3841
$1K ﹤0.01%
112
-123
3842
$1K ﹤0.01%
13
-67
3843
$1K ﹤0.01%
654
+554
3844
$1K ﹤0.01%
+39
3845
$1K ﹤0.01%
200
-2,800
3846
$1K ﹤0.01%
10
-58
3847
$1K ﹤0.01%
100
3848
$1K ﹤0.01%
+120
3849
$1K ﹤0.01%
181
3850
$1K ﹤0.01%
43
152 153
154
155 156