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
1851
$61K ﹤0.01%
+8,067
1852
$61K ﹤0.01%
1,508
+500
1853
$61K ﹤0.01%
1,000
1854
$61K ﹤0.01%
1,900
-100
1855
$61K ﹤0.01%
6,552
+2,800
1856
$61K ﹤0.01%
3,683
-3,067
1857
$61K ﹤0.01%
5,420
+329
1858
$60K ﹤0.01%
868
+200
1859
$60K ﹤0.01%
3,144
+1,631
1860
$60K ﹤0.01%
2,687
+750
1861
$60K ﹤0.01%
27,925
+25
1862
$60K ﹤0.01%
1,191
+650
1863
$60K ﹤0.01%
1,001
-172
1864
$60K ﹤0.01%
2
1865
$60K ﹤0.01%
+4,000
1866
$60K ﹤0.01%
800
-65
1867
$60K ﹤0.01%
1,100
+390
1868
$60K ﹤0.01%
4,050
+1,000
1869
$60K ﹤0.01%
75,400
+26,500
1870
$60K ﹤0.01%
1,759
+490
1871
$59K ﹤0.01%
+1,880
1872
$59K ﹤0.01%
2,495
-1,957
1873
$59K ﹤0.01%
3,600
+3,200
1874
$59K ﹤0.01%
1,109
1875
$59K ﹤0.01%
2,980
+1,980
73 74
75
76 77