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
3901
$1K ﹤0.01%
22
3902
$1K ﹤0.01%
37
-26
3903
$1K ﹤0.01%
1
3904
$1K ﹤0.01%
253
3905
$1K ﹤0.01%
53
-150
3906
$1K ﹤0.01%
+120
3907
$1K ﹤0.01%
+100
3908
$1K ﹤0.01%
+100
3909
$1K ﹤0.01%
+80
3910
$1K ﹤0.01%
60
3911
$1K ﹤0.01%
+27
3912
$1K ﹤0.01%
61
-23
3913
$1K ﹤0.01%
200
3914
$1K ﹤0.01%
+50
3915
$1K ﹤0.01%
25
3916
$1K ﹤0.01%
142
+76
3917
$1K ﹤0.01%
+75
3918
$1K ﹤0.01%
+500
3919
$1K ﹤0.01%
604
3920
$1K ﹤0.01%
+100
3921
$1K ﹤0.01%
70
3922
$1K ﹤0.01%
43
-673
3923
$1K ﹤0.01%
75
-1,092
3924
$1K ﹤0.01%
77
3925
$1K ﹤0.01%
66
+16
155 156
157
158 159