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
1276
$158K ﹤0.01%
19,745
+1,300
1277
$157K ﹤0.01%
3,950
+1,100
1278
$157K ﹤0.01%
3,500
1279
$157K ﹤0.01%
2,494
+34
1280
$157K ﹤0.01%
3,002
+942
1281
$156K ﹤0.01%
9,500
+1,000
1282
$156K ﹤0.01%
+6,518
1283
$156K ﹤0.01%
6,030
+5,220
1284
$156K ﹤0.01%
2,281
+1,447
1285
$156K ﹤0.01%
792
+187
1286
$156K ﹤0.01%
3,265
+335
1287
$155K ﹤0.01%
12,603
-5,063
1288
$155K ﹤0.01%
3,473
+302
1289
$155K ﹤0.01%
1,912
+1,200
1290
$155K ﹤0.01%
1,668
+168
1291
$155K ﹤0.01%
15,336
+12,200
1292
$154K ﹤0.01%
13,199
-1,342
1293
$153K ﹤0.01%
3,114
+1,909
1294
$153K ﹤0.01%
3,000
1295
$153K ﹤0.01%
2,305
-560
1296
$152K ﹤0.01%
955
+628
1297
$152K ﹤0.01%
4,844
1298
$152K ﹤0.01%
6,597
+577
1299
$151K ﹤0.01%
20,860
+1,591
1300
$151K ﹤0.01%
2,062
-720
50 51
52
53 54