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
2026
$47K ﹤0.01%
1,645
-559
2027
$47K ﹤0.01%
2,400
2028
$47K ﹤0.01%
870
-1,275
2029
$47K ﹤0.01%
1,761
-4,080
2030
$47K ﹤0.01%
982
-3,734
2031
$47K ﹤0.01%
1,890
+90
2032
$47K ﹤0.01%
1,000
2033
$47K ﹤0.01%
4,169
+513
2034
$46K ﹤0.01%
5,427
-12,033
2035
$46K ﹤0.01%
1,001
+1
2036
$46K ﹤0.01%
2,755
-120
2037
$46K ﹤0.01%
+611
2038
$46K ﹤0.01%
806
+406
2039
$46K ﹤0.01%
4,440
2040
$46K ﹤0.01%
3,095
+2,000
2041
$46K ﹤0.01%
1,708
+800
2042
$46K ﹤0.01%
1,519
-5,460
2043
$46K ﹤0.01%
3,586
-328
2044
$46K ﹤0.01%
1,660
2045
$46K ﹤0.01%
5,026
+376
2046
$46K ﹤0.01%
640
2047
$45K ﹤0.01%
1,240
+843
2048
$45K ﹤0.01%
510
+357
2049
$45K ﹤0.01%
1,597
-13,791
2050
$45K ﹤0.01%
800
-18
80 81
82
83 84