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
2376
$28K ﹤0.01%
2,811
+1,657
2377
$28K ﹤0.01%
948
+790
2378
$28K ﹤0.01%
236
+3
2379
$28K ﹤0.01%
518
+458
2380
$28K ﹤0.01%
13,115
2381
$28K ﹤0.01%
44
-101
2382
$28K ﹤0.01%
503
+57
2383
$28K ﹤0.01%
91
-1,732
2384
$28K ﹤0.01%
2,380
+680
2385
$28K ﹤0.01%
762
+220
2386
$28K ﹤0.01%
5,457
+5,290
2387
$28K ﹤0.01%
889
-261
2388
$28K ﹤0.01%
+461
2389
$28K ﹤0.01%
+150
2390
$28K ﹤0.01%
+1,935
2391
$28K ﹤0.01%
1,081
+426
2392
$27K ﹤0.01%
1,410
-20
2393
$27K ﹤0.01%
5,781
-10,370
2394
$27K ﹤0.01%
7,667
2395
$27K ﹤0.01%
1,027
+794
2396
$27K ﹤0.01%
2,900
2397
$27K ﹤0.01%
410
2398
$27K ﹤0.01%
2,000
2399
$27K ﹤0.01%
452
+434
2400
$27K ﹤0.01%
5,375
-32,385
94 95
96
97 98