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
2726
$9K ﹤0.01%
200
2727
$9K ﹤0.01%
667
-300
2728
$9K ﹤0.01%
280
2729
$9K ﹤0.01%
180
2730
$9K ﹤0.01%
702
-867
2731
$9K ﹤0.01%
300
2732
$9K ﹤0.01%
+335
2733
$9K ﹤0.01%
805
+5
2734
$9K ﹤0.01%
200
2735
$9K ﹤0.01%
668
+268
2736
$9K ﹤0.01%
600
2737
$9K ﹤0.01%
121
+75
2738
$9K ﹤0.01%
550
2739
$9K ﹤0.01%
607
2740
$9K ﹤0.01%
1,212
+750
2741
$9K ﹤0.01%
600
2742
$9K ﹤0.01%
270
-100
2743
$9K ﹤0.01%
1,567
-2,208
2744
$9K ﹤0.01%
99
2745
$9K ﹤0.01%
216
+16
2746
$9K ﹤0.01%
600
+200
2747
$9K ﹤0.01%
410
2748
$9K ﹤0.01%
34
2749
$9K ﹤0.01%
500
2750
$9K ﹤0.01%
257
108 109
110
111 112