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
2801
$8K ﹤0.01%
3,100
+2,000
2802
$8K ﹤0.01%
560
-1,200
2803
$8K ﹤0.01%
200
2804
$8K ﹤0.01%
2,502
2805
$8K ﹤0.01%
250
-341
2806
$8K ﹤0.01%
88
-250
2807
$8K ﹤0.01%
977
2808
$8K ﹤0.01%
300
2809
$8K ﹤0.01%
785
2810
$8K ﹤0.01%
105
2811
$8K ﹤0.01%
120
-20
2812
$8K ﹤0.01%
+400
2813
$7K ﹤0.01%
114
-136
2814
$7K ﹤0.01%
500
2815
$7K ﹤0.01%
+100
2816
$7K ﹤0.01%
+112
2817
$7K ﹤0.01%
+61
2818
$7K ﹤0.01%
100
2819
$7K ﹤0.01%
+500
2820
$7K ﹤0.01%
413
2821
$7K ﹤0.01%
250
2822
$7K ﹤0.01%
290
2823
$7K ﹤0.01%
+283
2824
$7K ﹤0.01%
+151
2825
$7K ﹤0.01%
+210
111 112
113
114 115