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
2751
$9K ﹤0.01%
+32
2752
$9K ﹤0.01%
200
2753
$9K ﹤0.01%
667
-300
2754
$9K ﹤0.01%
280
2755
$9K ﹤0.01%
180
2756
$8K ﹤0.01%
101
+100
2757
$8K ﹤0.01%
+200
2758
$8K ﹤0.01%
5,000
2759
$8K ﹤0.01%
+980
2760
$8K ﹤0.01%
290
2761
$8K ﹤0.01%
637
+368
2762
$8K ﹤0.01%
200
2763
$8K ﹤0.01%
277
-100
2764
$8K ﹤0.01%
256
2765
$8K ﹤0.01%
+367
2766
$8K ﹤0.01%
500
2767
$8K ﹤0.01%
700
2768
$8K ﹤0.01%
145
2769
$8K ﹤0.01%
1,000
-1,000
2770
$8K ﹤0.01%
+200
2771
$8K ﹤0.01%
884
+444
2772
$8K ﹤0.01%
+277
2773
$8K ﹤0.01%
+235
2774
$8K ﹤0.01%
169
-127
2775
$8K ﹤0.01%
975
109 110
111
112 113