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
776
$407K ﹤0.01%
+970
777
$406K ﹤0.01%
17,950
-6,475
778
$404K ﹤0.01%
7,854
+1,072
779
$403K ﹤0.01%
3,855
+475
780
$403K ﹤0.01%
902
+311
781
$402K ﹤0.01%
4,737
-507
782
$401K ﹤0.01%
6,504
-2,059
783
$401K ﹤0.01%
4,220
784
$401K ﹤0.01%
29,163
+8,667
785
$401K ﹤0.01%
+3,333
786
$399K ﹤0.01%
6,462
+1,343
787
$398K ﹤0.01%
9,843
+4,122
788
$397K ﹤0.01%
21,010
789
$396K ﹤0.01%
1,289
+38
790
$395K ﹤0.01%
12,764
+12,530
791
$394K ﹤0.01%
3,148
-978
792
$393K ﹤0.01%
24,800
+10,000
793
$393K ﹤0.01%
5,141
+509
794
$393K ﹤0.01%
23,757
+21,350
795
$393K ﹤0.01%
10,850
+1,117
796
$392K ﹤0.01%
17,594
+3,217
797
$390K ﹤0.01%
47,675
+11,395
798
$386K ﹤0.01%
20,893
+2,120
799
$386K ﹤0.01%
6,044
+504
800
$386K ﹤0.01%
7,858
+254
30 31
32
33 34