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
2826
$7K ﹤0.01%
211
2827
$7K ﹤0.01%
100
2828
$7K ﹤0.01%
+200
2829
$7K ﹤0.01%
320
-1,150
2830
$7K ﹤0.01%
485
-1,402
2831
$7K ﹤0.01%
+866
2832
$7K ﹤0.01%
100
2833
$7K ﹤0.01%
200
2834
$7K ﹤0.01%
831
-825
2835
$7K ﹤0.01%
+200
2836
$7K ﹤0.01%
200
2837
$7K ﹤0.01%
217
-800
2838
$7K ﹤0.01%
293
2839
$7K ﹤0.01%
1,000
2840
$7K ﹤0.01%
147
+15
2841
$7K ﹤0.01%
+510
2842
$7K ﹤0.01%
400
2843
$7K ﹤0.01%
571
+370
2844
$7K ﹤0.01%
+225
2845
$7K ﹤0.01%
+200
2846
$7K ﹤0.01%
222
2847
$7K ﹤0.01%
408
+400
2848
$7K ﹤0.01%
+290
2849
$7K ﹤0.01%
114
2850
$7K ﹤0.01%
408
112 113
114
115 116