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
2351
$29K ﹤0.01%
1,334
2352
$29K ﹤0.01%
920
-231
2353
$29K ﹤0.01%
705
+500
2354
$29K ﹤0.01%
597
-539
2355
$29K ﹤0.01%
6,818
2356
$29K ﹤0.01%
7,546
+2,600
2357
$28K ﹤0.01%
9,351
+1,120
2358
$28K ﹤0.01%
1,801
2359
$28K ﹤0.01%
+3,179
2360
$28K ﹤0.01%
760
+168
2361
$28K ﹤0.01%
632
2362
$28K ﹤0.01%
1,000
2363
$28K ﹤0.01%
+1,691
2364
$28K ﹤0.01%
243
-33
2365
$28K ﹤0.01%
602
+307
2366
$28K ﹤0.01%
32,100
+12,100
2367
$28K ﹤0.01%
2,000
-200
2368
$28K ﹤0.01%
945
2369
$28K ﹤0.01%
500
-361
2370
$28K ﹤0.01%
+347
2371
$28K ﹤0.01%
365
+15
2372
$28K ﹤0.01%
5,588
+4,487
2373
$28K ﹤0.01%
1,040
2374
$28K ﹤0.01%
500
2375
$28K ﹤0.01%
1,370
-9,560
93 94
95
96 97