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
851
$354K ﹤0.01%
9,311
-251
852
$354K ﹤0.01%
13,985
+391
853
$353K ﹤0.01%
2,799
+1,059
854
$351K ﹤0.01%
7,485
+3,317
855
$351K ﹤0.01%
8,128
+5,961
856
$350K ﹤0.01%
8,142
-115
857
$350K ﹤0.01%
5,679
-1,200
858
$350K ﹤0.01%
125,372
+14,319
859
$350K ﹤0.01%
54,112
+12,800
860
$350K ﹤0.01%
3,462
+70
861
$349K ﹤0.01%
3,709
+384
862
$349K ﹤0.01%
6,439
-64
863
$349K ﹤0.01%
53,622
+528
864
$349K ﹤0.01%
10,303
-1,602
865
$348K ﹤0.01%
130,495
+9,328
866
$347K ﹤0.01%
7,944
-619
867
$347K ﹤0.01%
5,529
+1,860
868
$346K ﹤0.01%
4,057
+31
869
$345K ﹤0.01%
16,293
-822
870
$344K ﹤0.01%
+14,371
871
$344K ﹤0.01%
10,189
+567
872
$342K ﹤0.01%
3,627
+445
873
$342K ﹤0.01%
22,821
874
$342K ﹤0.01%
71,500
+5,170
875
$341K ﹤0.01%
5,816
+345
33 34
35
36 37