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
2526
$14K ﹤0.01%
4,574
2527
$14K ﹤0.01%
300
+88
2528
$14K ﹤0.01%
3,890
+2,739
2529
$14K ﹤0.01%
+974
2530
$14K ﹤0.01%
700
2531
$14K ﹤0.01%
731
2532
$14K ﹤0.01%
6,468
-4,650
2533
$14K ﹤0.01%
350
2534
$14K ﹤0.01%
800
+100
2535
$14K ﹤0.01%
500
-2,075
2536
$14K ﹤0.01%
400
2537
$14K ﹤0.01%
233
2538
$14K ﹤0.01%
2,320
-10,298
2539
$14K ﹤0.01%
1,010
+510
2540
$14K ﹤0.01%
1,110
+120
2541
$14K ﹤0.01%
364
+334
2542
$14K ﹤0.01%
600
2543
$14K ﹤0.01%
597
2544
$14K ﹤0.01%
500
2545
$14K ﹤0.01%
606
2546
$14K ﹤0.01%
405
+205
2547
$14K ﹤0.01%
1,250
2548
$14K ﹤0.01%
600
+100
2549
$14K ﹤0.01%
1,089
2550
$14K ﹤0.01%
400
100 101
102
103 104