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
2426
$26K ﹤0.01%
+1,327
2427
$26K ﹤0.01%
1,940
2428
$26K ﹤0.01%
1,500
-100
2429
$26K ﹤0.01%
619
-400
2430
$26K ﹤0.01%
+102
2431
$26K ﹤0.01%
471
+50
2432
$26K ﹤0.01%
2,565
+1,364
2433
$26K ﹤0.01%
470
-130
2434
$26K ﹤0.01%
500
2435
$26K ﹤0.01%
519
+200
2436
$26K ﹤0.01%
2,007
2437
$26K ﹤0.01%
357
+350
2438
$26K ﹤0.01%
+4,250
2439
$26K ﹤0.01%
2,600
2440
$26K ﹤0.01%
1,330
+125
2441
$26K ﹤0.01%
+1,000
2442
$26K ﹤0.01%
235
+200
2443
$26K ﹤0.01%
938
+288
2444
$26K ﹤0.01%
993
+232
2445
$26K ﹤0.01%
480
+436
2446
$26K ﹤0.01%
1,881
2447
$26K ﹤0.01%
600
2448
$26K ﹤0.01%
4,771
-552
2449
$26K ﹤0.01%
520
2450
$26K ﹤0.01%
5,938
96 97
98
99 100