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
51
$21.3M 0.22%
176,145
+6,437
52
$20.5M 0.21%
358,812
+27,848
53
$19.6M 0.2%
174,801
+10,200
54
$19.2M 0.2%
210,247
+16,192
55
$18.8M 0.2%
122,412
+1,694
56
$18.5M 0.19%
196,573
+66,215
57
$18.5M 0.19%
437,089
+395,773
58
$17.4M 0.18%
1,185,904
+54,438
59
$17.4M 0.18%
413,057
+11,546
60
$16.7M 0.17%
357,456
+51,136
61
$15.9M 0.17%
537,909
+23,634
62
$15.8M 0.16%
252,223
+30,866
63
$15.8M 0.16%
320,139
+25,936
64
$15.6M 0.16%
592,683
+62,471
65
$15.6M 0.16%
202,871
+49,133
66
$15.4M 0.16%
163,081
+11,077
67
$15M 0.16%
836,527
+16,206
68
$14.6M 0.15%
2,454,293
+860,050
69
$14.4M 0.15%
501,447
+25,353
70
$14.1M 0.15%
243,230
+339
71
$13.9M 0.14%
254,219
+38,984
72
$13.7M 0.14%
211,675
+12,516
73
$13.5M 0.14%
252,646
-17,340
74
$13.3M 0.14%
125,587
+56,314
75
$13.1M 0.14%
242,119
+21,090
1 2
3
4 5