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
2201
$35K ﹤0.01%
7,049
+1,171
2202
$35K ﹤0.01%
+1,001
2203
$35K ﹤0.01%
700
-213
2204
$35K ﹤0.01%
1,098
2205
$35K ﹤0.01%
1,062
2206
$35K ﹤0.01%
775
+375
2207
$35K ﹤0.01%
1,924
+911
2208
$35K ﹤0.01%
1,422
+26
2209
$35K ﹤0.01%
235
2210
$35K ﹤0.01%
23
+8
2211
$35K ﹤0.01%
534
-120
2212
$35K ﹤0.01%
1,300
2213
$35K ﹤0.01%
10,000
+6,000
2214
$35K ﹤0.01%
1,532
-600
2215
$35K ﹤0.01%
1,470
+537
2216
$35K ﹤0.01%
218
+68
2217
$35K ﹤0.01%
1,600
+1,000
2218
$35K ﹤0.01%
1,171
+41
2219
$35K ﹤0.01%
2,750
+715
2220
$35K ﹤0.01%
526
-237
2221
$35K ﹤0.01%
859
+281
2222
$35K ﹤0.01%
2,784
+47
2223
$35K ﹤0.01%
+1,600
2224
$35K ﹤0.01%
1,609
-291
2225
$35K ﹤0.01%
3,800
-1,655
87 88
89
90 91