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
$6.64B
AUM Growth
+$786M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,877
New
Increased
Reduced
Closed

Top Buys

1
+$58.7M
2
+$57.2M
3
+$53.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$53M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$43.3M

Top Sells

1
+$7.62M
2
+$5.14M
3
+$4.87M
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$4.72M
5
FFIV icon
F5
FFIV
+$2.83M

Sector Composition

1 Energy 7.37%
2 Financials 4.56%
3 Technology 3.1%
4 Healthcare 2.38%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$16K ﹤0.01%
662
+400
2477
$16K ﹤0.01%
+1,197
2478
$16K ﹤0.01%
1,010
2479
$16K ﹤0.01%
322
2480
$16K ﹤0.01%
+300
2481
$16K ﹤0.01%
1,200
-3,000
2482
$16K ﹤0.01%
1,167
-700
2483
$16K ﹤0.01%
535
-1,150
2484
$16K ﹤0.01%
1,100
2485
$15K ﹤0.01%
1,000
-174
2486
$15K ﹤0.01%
860
+500
2487
$15K ﹤0.01%
102
+96
2488
$15K ﹤0.01%
1,129
-200
2489
$15K ﹤0.01%
269
2490
$15K ﹤0.01%
212
-568
2491
$15K ﹤0.01%
1,635
+135
2492
$15K ﹤0.01%
1,070
2493
$15K ﹤0.01%
1,300
2494
$15K ﹤0.01%
1,000
-200
2495
$15K ﹤0.01%
455
+200
2496
$15K ﹤0.01%
+2,000
2497
$15K ﹤0.01%
402
2498
$15K ﹤0.01%
1,160
2499
$15K ﹤0.01%
200
2500
$15K ﹤0.01%
600
98 99
100
101 102