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
2451
$26K ﹤0.01%
2,172
2452
$26K ﹤0.01%
2,500
+1,900
2453
$25K ﹤0.01%
+1,823
2454
$25K ﹤0.01%
1,700
2455
$25K ﹤0.01%
719
-53
2456
$25K ﹤0.01%
623
2457
$25K ﹤0.01%
910
-21,150
2458
$25K ﹤0.01%
1,000
2459
$25K ﹤0.01%
+502
2460
$25K ﹤0.01%
351
+64
2461
$25K ﹤0.01%
1,607
+1,600
2462
$25K ﹤0.01%
2,435
-2,123
2463
$25K ﹤0.01%
+400
2464
$25K ﹤0.01%
1,130
-1,050
2465
$25K ﹤0.01%
+2,794
2466
$25K ﹤0.01%
3,000
2467
$25K ﹤0.01%
485
-49
2468
$25K ﹤0.01%
183
+125
2469
$25K ﹤0.01%
2,750
2470
$25K ﹤0.01%
600
2471
$25K ﹤0.01%
782
+500
2472
$25K ﹤0.01%
2,228
+555
2473
$25K ﹤0.01%
516
2474
$25K ﹤0.01%
423
2475
$25K ﹤0.01%
+4,200
97 98
99
100 101