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
251
$1.55M 0.02%
34,445
+22,905
252
$1.54M 0.02%
31,482
+29,980
253
$1.53M 0.02%
+54,635
254
$1.53M 0.02%
32,210
+26,128
255
$1.52M 0.02%
24,241
+21,869
256
$1.51M 0.02%
34,420
-4,876
257
$1.5M 0.02%
48,663
+4,377
258
$1.5M 0.02%
57,015
-5,385
259
$1.49M 0.02%
45,173
-4,033
260
$1.49M 0.02%
46,626
+877
261
$1.49M 0.02%
14,950
+6,790
262
$1.48M 0.02%
31,157
+19,430
263
$1.48M 0.02%
19,388
+1,927
264
$1.48M 0.02%
63,162
+13,110
265
$1.48M 0.02%
24,957
-470
266
$1.47M 0.02%
61,276
-8,366
267
$1.46M 0.02%
44,811
+15,880
268
$1.46M 0.02%
79,973
+20,090
269
$1.46M 0.02%
17,117
+878
270
$1.46M 0.02%
1,445
+1,400
271
$1.44M 0.02%
60,848
+6,853
272
$1.44M 0.02%
54,050
+2,828
273
$1.43M 0.02%
37,604
+4,904
274
$1.42M 0.02%
151
+60
275
$1.42M 0.02%
38,929
+7,728
9 10
11
12 13