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
1476
$114K ﹤0.01%
12,624
-2,545
1477
$113K ﹤0.01%
14,018
1478
$113K ﹤0.01%
5,000
1479
$113K ﹤0.01%
7,000
+5,000
1480
$113K ﹤0.01%
1,512
+582
1481
$113K ﹤0.01%
2,377
-1,381
1482
$113K ﹤0.01%
1,027
1483
$113K ﹤0.01%
3,516
-559
1484
$112K ﹤0.01%
3,525
-3,000
1485
$112K ﹤0.01%
2,554
+217
1486
$112K ﹤0.01%
3,550
+2,586
1487
$112K ﹤0.01%
6,807
+2,350
1488
$111K ﹤0.01%
1,869
-2,082
1489
$111K ﹤0.01%
13,176
-3,096
1490
$111K ﹤0.01%
4,851
-96
1491
$111K ﹤0.01%
3,292
+1,594
1492
$111K ﹤0.01%
910
+49
1493
$111K ﹤0.01%
1,299
+10
1494
$111K ﹤0.01%
3,024
+161
1495
$111K ﹤0.01%
1,135
+795
1496
$111K ﹤0.01%
6,615
+534
1497
$111K ﹤0.01%
25,972
+11,543
1498
$110K ﹤0.01%
1,840
+1,500
1499
$110K ﹤0.01%
2,513
1500
$110K ﹤0.01%
8,784
+500
58 59
60
61 62