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%
100
-203
3877
$1K ﹤0.01%
+15
3878
$1K ﹤0.01%
13
3879
$1K ﹤0.01%
40
3880
$1K ﹤0.01%
+1,000
3881
$1K ﹤0.01%
100
3882
$1K ﹤0.01%
+100
3883
$1K ﹤0.01%
14
3884
$1K ﹤0.01%
13
-109
3885
$1K ﹤0.01%
58
-979
3886
$1K ﹤0.01%
10
3887
$1K ﹤0.01%
121
-827
3888
$1K ﹤0.01%
+21
3889
$1K ﹤0.01%
20
3890
$1K ﹤0.01%
200
3891
$1K ﹤0.01%
2
-1
3892
$1K ﹤0.01%
98
-2
3893
$1K ﹤0.01%
+19
3894
$1K ﹤0.01%
3
3895
– –
0
3896
– –
0
3897
$1K ﹤0.01%
+100
3898
$1K ﹤0.01%
17
-11
3899
$1K ﹤0.01%
+65
3900
$1K ﹤0.01%
200
154 155
156
157 158