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
2651
$11K ﹤0.01%
124
+4
2652
$11K ﹤0.01%
64
2653
$11K ﹤0.01%
259
-1,865
2654
$11K ﹤0.01%
312
+196
2655
$11K ﹤0.01%
272
-1,000
2656
$11K ﹤0.01%
300
2657
$11K ﹤0.01%
290
+125
2658
$11K ﹤0.01%
43
2659
$11K ﹤0.01%
+500
2660
$11K ﹤0.01%
1,160
-990
2661
$11K ﹤0.01%
1,000
2662
$11K ﹤0.01%
450
2663
$11K ﹤0.01%
2,000
-12,000
2664
$11K ﹤0.01%
2,034
2665
$11K ﹤0.01%
350
-44
2666
$11K ﹤0.01%
860
2667
$11K ﹤0.01%
649
-290
2668
$11K ﹤0.01%
+120
2669
$11K ﹤0.01%
+675
2670
$10K ﹤0.01%
583
2671
$10K ﹤0.01%
2,500
-7,500
2672
$10K ﹤0.01%
445
2673
$10K ﹤0.01%
+343
2674
$10K ﹤0.01%
136
+20
2675
$10K ﹤0.01%
435
105 106
107
108 109