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
2701
$10K ﹤0.01%
1,000
-3,000
2702
$10K ﹤0.01%
3,800
+1,400
2703
$10K ﹤0.01%
675
+275
2704
$10K ﹤0.01%
1,103
-1,200
2705
$10K ﹤0.01%
2,100
2706
$10K ﹤0.01%
201
+1
2707
$10K ﹤0.01%
451
2708
$10K ﹤0.01%
194
2709
$10K ﹤0.01%
700
+600
2710
$10K ﹤0.01%
1,000
-268
2711
$9K ﹤0.01%
702
-867
2712
$9K ﹤0.01%
7,666
2713
$9K ﹤0.01%
300
2714
$9K ﹤0.01%
+335
2715
$9K ﹤0.01%
805
+5
2716
$9K ﹤0.01%
200
2717
$9K ﹤0.01%
668
+268
2718
$9K ﹤0.01%
600
2719
$9K ﹤0.01%
121
+75
2720
$9K ﹤0.01%
550
2721
$9K ﹤0.01%
607
2722
$9K ﹤0.01%
+318
2723
$9K ﹤0.01%
110
2724
$9K ﹤0.01%
213
2725
$9K ﹤0.01%
300
107 108
109
110 111