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
426
$1.1M 0.01%
8,106
+4,634
427
$1.1M 0.01%
29,997
+18,825
428
$1.09M 0.01%
16,700
+2,117
429
$1.08M 0.01%
18,847
+1,739
430
$1.08M 0.01%
30,788
+6,248
431
$1.05M 0.01%
27,660
+19,333
432
$1.04M 0.01%
15,813
-22,508
433
$1.04M 0.01%
44,008
+11,984
434
$1.03M 0.01%
21,532
+3,926
435
$1.03M 0.01%
14,957
-181
436
$1.03M 0.01%
18,740
+1,570
437
$1.03M 0.01%
70,336
-37,576
438
$1.03M 0.01%
32,300
+23,632
439
$1.03M 0.01%
22,491
-3,228
440
$1.02M 0.01%
80,095
+1,995
441
$1.02M 0.01%
5,496
-34
442
$1.01M 0.01%
66,749
+500
443
$1.01M 0.01%
23,783
+880
444
$1.01M 0.01%
10,113
+668
445
$1.01M 0.01%
11,179
+7,437
446
$1.01M 0.01%
8,278
+1,498
447
$1.01M 0.01%
14,921
+4,805
448
$1.01M 0.01%
47,086
+13,659
449
$1M 0.01%
11,264
+91
450
$988K 0.01%
18,727
+3,780
16 17
18
19 20