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
1551
$98K ﹤0.01%
1,963
+542
1552
$97K ﹤0.01%
2,047
+735
1553
$97K ﹤0.01%
2,501
+421
1554
$97K ﹤0.01%
2,000
-4,637
1555
$97K ﹤0.01%
+3,000
1556
$96K ﹤0.01%
1,869
+469
1557
$96K ﹤0.01%
1,217
+106
1558
$96K ﹤0.01%
1,522
+513
1559
$96K ﹤0.01%
1,898
-95
1560
$95K ﹤0.01%
8,103
+833
1561
$95K ﹤0.01%
5,766
+1,335
1562
$95K ﹤0.01%
4,285
+1,286
1563
$95K ﹤0.01%
+1,733
1564
$95K ﹤0.01%
2,451
+1,465
1565
$95K ﹤0.01%
2,988
+566
1566
$95K ﹤0.01%
2,755
-1,794
1567
$95K ﹤0.01%
6,224
+2,218
1568
$94K ﹤0.01%
2,191
-42
1569
$94K ﹤0.01%
4,627
+2,127
1570
$94K ﹤0.01%
4,597
+1,100
1571
$94K ﹤0.01%
2,055
-210
1572
$94K ﹤0.01%
11,576
+1,800
1573
$94K ﹤0.01%
2,032
+1,118
1574
$94K ﹤0.01%
3,825
+388
1575
$93K ﹤0.01%
2,062
+864
61 62
63
64 65