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
3876
$1K ﹤0.01%
+50
3877
$1K ﹤0.01%
25
3878
$1K ﹤0.01%
142
+76
3879
$1K ﹤0.01%
+75
3880
$1K ﹤0.01%
+500
3881
$1K ﹤0.01%
604
3882
$1K ﹤0.01%
+100
3883
$1K ﹤0.01%
70
3884
$1K ﹤0.01%
43
-673
3885
$1K ﹤0.01%
75
-1,092
3886
$1K ﹤0.01%
77
3887
$1K ﹤0.01%
66
+16
3888
$1K ﹤0.01%
188
+88
3889
$1K ﹤0.01%
101
-200
3890
$1K ﹤0.01%
+100
3891
$1K ﹤0.01%
1,000
-75,000
3892
$1K ﹤0.01%
19
-5,581
3893
$1K ﹤0.01%
59
3894
$1K ﹤0.01%
+106
3895
$1K ﹤0.01%
+125
3896
$1K ﹤0.01%
+54
3897
$1K ﹤0.01%
55
3898
$1K ﹤0.01%
34
3899
$1K ﹤0.01%
50
3900
$1K ﹤0.01%
2,000
154 155
156
157 158