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
1726
$73K ﹤0.01%
+60,000
1727
$72K ﹤0.01%
1,260
+1,150
1728
$72K ﹤0.01%
1,271
+628
1729
$72K ﹤0.01%
2,452
-2,600
1730
$72K ﹤0.01%
5,762
+4,072
1731
$72K ﹤0.01%
1,730
-30
1732
$72K ﹤0.01%
1,825
-424
1733
$72K ﹤0.01%
3,047
-2,700
1734
$72K ﹤0.01%
5,370
+1,400
1735
$72K ﹤0.01%
2,478
+344
1736
$72K ﹤0.01%
+12,260
1737
$71K ﹤0.01%
+2,400
1738
$71K ﹤0.01%
5,000
+4,600
1739
$71K ﹤0.01%
3,231
+1,201
1740
$71K ﹤0.01%
1,045
+343
1741
$71K ﹤0.01%
2,880
+357
1742
$71K ﹤0.01%
4,368
+3,600
1743
$71K ﹤0.01%
872
-155
1744
$71K ﹤0.01%
3,815
1745
$71K ﹤0.01%
2,638
+600
1746
$71K ﹤0.01%
1,837
+1,500
1747
$71K ﹤0.01%
1,424
+154
1748
$70K ﹤0.01%
1,853
-2,453
1749
$70K ﹤0.01%
1,760
1750
$70K ﹤0.01%
2,755
-196
68 69
70
71 72