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
1376
$134K ﹤0.01%
2,005
-146
1377
$133K ﹤0.01%
3,128
-90
1378
$133K ﹤0.01%
4,697
+4,397
1379
$133K ﹤0.01%
6,206
1380
$133K ﹤0.01%
6,826
+139
1381
$132K ﹤0.01%
2,736
+636
1382
$132K ﹤0.01%
13,788
-178
1383
$132K ﹤0.01%
132,386
+200
1384
$132K ﹤0.01%
14,783
+578
1385
$132K ﹤0.01%
2,990
1386
$132K ﹤0.01%
3,294
-357
1387
$132K ﹤0.01%
18,471
+1,850
1388
$132K ﹤0.01%
2,973
+300
1389
$132K ﹤0.01%
5,450
+2,200
1390
$131K ﹤0.01%
2,318
+1,367
1391
$131K ﹤0.01%
2,404
-68
1392
$131K ﹤0.01%
3,738
1393
$131K ﹤0.01%
1,566
+51
1394
$131K ﹤0.01%
5,440
+1,707
1395
$130K ﹤0.01%
14,604
+1,933
1396
$130K ﹤0.01%
6,418
1397
$130K ﹤0.01%
4,236
+182
1398
$130K ﹤0.01%
7,100
+7,000
1399
$130K ﹤0.01%
22,858
1400
$129K ﹤0.01%
+7,350
54 55
56
57 58