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
2551
$13K ﹤0.01%
+850
2552
$13K ﹤0.01%
1,112
-254
2553
$13K ﹤0.01%
+60
2554
$13K ﹤0.01%
+375
2555
$13K ﹤0.01%
163
-11
2556
$13K ﹤0.01%
700
+300
2557
$13K ﹤0.01%
436
2558
$13K ﹤0.01%
+1,634
2559
$13K ﹤0.01%
500
-30
2560
$13K ﹤0.01%
+200
2561
$13K ﹤0.01%
1,893
-8,464
2562
$13K ﹤0.01%
+300
2563
$13K ﹤0.01%
+545
2564
$13K ﹤0.01%
600
+100
2565
$13K ﹤0.01%
3,121
+346
2566
$13K ﹤0.01%
+150
2567
$13K ﹤0.01%
1,000
-400
2568
$13K ﹤0.01%
380
-60
2569
$13K ﹤0.01%
210
2570
$13K ﹤0.01%
354
2571
$13K ﹤0.01%
371
2572
$13K ﹤0.01%
250
2573
$13K ﹤0.01%
990
-120
2574
$13K ﹤0.01%
300
2575
$13K ﹤0.01%
378
+209
101 102
103
104 105