Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
3876
$1K ﹤0.01%
253
3877
$1K ﹤0.01%
53
-150
3878
$1K ﹤0.01%
+120
3879
$1K ﹤0.01%
+100
3880
$1K ﹤0.01%
+100
3881
$1K ﹤0.01%
+80
3882
$1K ﹤0.01%
555
3883
$1K ﹤0.01%
+100
3884
$1K ﹤0.01%
40
3885
$1K ﹤0.01%
100
3886
$1K ﹤0.01%
100
-24,930
3887
$1K ﹤0.01%
60
3888
$1K ﹤0.01%
+27
3889
$1K ﹤0.01%
61
-23
3890
$1K ﹤0.01%
200
3891
$1K ﹤0.01%
13
+8
3892
$1K ﹤0.01%
+50
3893
$1K ﹤0.01%
23
-13
3894
$1K ﹤0.01%
78
-41
3895
$1K ﹤0.01%
2,350
+150
3896
$1K ﹤0.01%
+200
3897
$1K ﹤0.01%
+109
3898
$1K ﹤0.01%
+50
3899
$1K ﹤0.01%
25
3900
$1K ﹤0.01%
142
+76
154 155
156
157 158