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
2401
$27K ﹤0.01%
1,199
+305
2402
$27K ﹤0.01%
2,121
+420
2403
$27K ﹤0.01%
1,100
+900
2404
$27K ﹤0.01%
1,780
-919
2405
$27K ﹤0.01%
2,000
+1,000
2406
$27K ﹤0.01%
221
-1,188
2407
$27K ﹤0.01%
1,100
2408
$27K ﹤0.01%
809
-52
2409
$27K ﹤0.01%
493
2410
$27K ﹤0.01%
1,896
-200
2411
$27K ﹤0.01%
65
+46
2412
$27K ﹤0.01%
493
+56
2413
$27K ﹤0.01%
749
-806
2414
$27K ﹤0.01%
463
+258
2415
$27K ﹤0.01%
1,106
+709
2416
$27K ﹤0.01%
300
2417
$27K ﹤0.01%
1,500
2418
$27K ﹤0.01%
+1
2419
$27K ﹤0.01%
2,044
2420
$27K ﹤0.01%
17,225
2421
$27K ﹤0.01%
1,907
+507
2422
$27K ﹤0.01%
1,675
+946
2423
$26K ﹤0.01%
500
2424
$26K ﹤0.01%
1,961
-1,042
2425
$26K ﹤0.01%
434
95 96
97
98 99