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
3851
– –
0
3852
$1K ﹤0.01%
+18
3853
$1K ﹤0.01%
11
3854
$1K ﹤0.01%
+61
3855
$1K ﹤0.01%
+1
3856
$1K ﹤0.01%
14
3857
$1K ﹤0.01%
40
3858
$1K ﹤0.01%
66
3859
$1K ﹤0.01%
18
-32
3860
$1K ﹤0.01%
180
-125
3861
$1K ﹤0.01%
100
-203
3862
$1K ﹤0.01%
+15
3863
$1K ﹤0.01%
13
3864
$1K ﹤0.01%
40
3865
$1K ﹤0.01%
+1,000
3866
$1K ﹤0.01%
100
3867
$1K ﹤0.01%
+100
3868
$1K ﹤0.01%
14
3869
$1K ﹤0.01%
13
-109
3870
$1K ﹤0.01%
58
-979
3871
$1K ﹤0.01%
10
3872
$1K ﹤0.01%
121
-827
3873
$1K ﹤0.01%
+21
3874
– –
0
3875
$1K ﹤0.01%
200
153 154
155
156 157