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
2151
$38K ﹤0.01%
+3,200
2152
$38K ﹤0.01%
1,009
+305
2153
$38K ﹤0.01%
878
2154
$38K ﹤0.01%
1,751
-3,849
2155
$38K ﹤0.01%
231
-473
2156
$38K ﹤0.01%
931
2157
$38K ﹤0.01%
1,501
-1,740
2158
$38K ﹤0.01%
29,601
-4,950
2159
$38K ﹤0.01%
+6,008
2160
$38K ﹤0.01%
2,847
2161
$37K ﹤0.01%
667
-300
2162
$37K ﹤0.01%
403
+300
2163
$37K ﹤0.01%
741
-789
2164
$37K ﹤0.01%
738
-215
2165
$37K ﹤0.01%
556
-435
2166
$37K ﹤0.01%
1,059
+3
2167
$37K ﹤0.01%
2,480
-350
2168
$37K ﹤0.01%
2,865
-9
2169
$37K ﹤0.01%
750
-667
2170
$37K ﹤0.01%
1,693
-962
2171
$37K ﹤0.01%
602
-19
2172
$37K ﹤0.01%
2,500
2173
$37K ﹤0.01%
864
-54
2174
$37K ﹤0.01%
515
-355
2175
$37K ﹤0.01%
+2,000
85 86
87
88 89