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
2576
$13K ﹤0.01%
200
+140
2577
$13K ﹤0.01%
450
2578
$13K ﹤0.01%
478
-345
2579
$13K ﹤0.01%
1,535
2580
$13K ﹤0.01%
900
2581
$13K ﹤0.01%
1,000
2582
$13K ﹤0.01%
760
+31
2583
$13K ﹤0.01%
+1,000
2584
$13K ﹤0.01%
+500
2585
$13K ﹤0.01%
305
+128
2586
$13K ﹤0.01%
+300
2587
$13K ﹤0.01%
880
2588
$13K ﹤0.01%
1,000
2589
$13K ﹤0.01%
912
+4
2590
$13K ﹤0.01%
1,167
2591
$13K ﹤0.01%
1,056
2592
$13K ﹤0.01%
349
-668
2593
$13K ﹤0.01%
10,587
+5,875
2594
$13K ﹤0.01%
500
+100
2595
$12K ﹤0.01%
250
2596
$12K ﹤0.01%
+390
2597
$12K ﹤0.01%
625
2598
$12K ﹤0.01%
400
2599
$12K ﹤0.01%
+300
2600
$12K ﹤0.01%
678
+78
102 103
104
105 106