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
551
$723K 0.01%
5,753
+676
552
$723K 0.01%
13,797
-1,205
553
$721K 0.01%
45,740
+10,485
554
$717K 0.01%
13,428
-6,860
555
$716K 0.01%
9,922
+870
556
$715K 0.01%
24,815
-3,165
557
$713K 0.01%
15,437
-1,829
558
$709K 0.01%
25,054
-1,642
559
$709K 0.01%
66,291
+35,739
560
$708K 0.01%
14,738
+1,849
561
$707K 0.01%
22,000
+725
562
$706K 0.01%
16,394
+2,101
563
$706K 0.01%
147,310
+359
564
$705K 0.01%
11,874
+9,218
565
$705K 0.01%
42,515
-14,500
566
$703K 0.01%
14,478
-1,355
567
$702K 0.01%
4,543
+3,595
568
$701K 0.01%
13,245
-6,131
569
$700K 0.01%
9,486
-1,232
570
$698K 0.01%
168,273
+76,316
571
$695K 0.01%
34,503
+293
572
$694K 0.01%
17,304
+2,097
573
$691K 0.01%
11,254
-100
574
$686K 0.01%
24,386
575
$681K 0.01%
30,901
+23,690
21 22
23
24 25