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
2851
$7K ﹤0.01%
5,000
-103,515
2852
$7K ﹤0.01%
25
-365
2853
$7K ﹤0.01%
24
2854
$7K ﹤0.01%
105
-295
2855
$7K ﹤0.01%
126
2856
$7K ﹤0.01%
+400
2857
$7K ﹤0.01%
+250
2858
$7K ﹤0.01%
179
2859
$7K ﹤0.01%
25
+16
2860
$7K ﹤0.01%
500
2861
$7K ﹤0.01%
+271
2862
$7K ﹤0.01%
200
2863
$7K ﹤0.01%
+200
2864
$7K ﹤0.01%
219
-185
2865
$7K ﹤0.01%
500
2866
$7K ﹤0.01%
500
-3,500
2867
$7K ﹤0.01%
54
+11
2868
$7K ﹤0.01%
+226
2869
$7K ﹤0.01%
+160
2870
$7K ﹤0.01%
2,900
2871
$7K ﹤0.01%
200
2872
$7K ﹤0.01%
+197
2873
$7K ﹤0.01%
+1,000
2874
$7K ﹤0.01%
+200
2875
$7K ﹤0.01%
1,300
+1,000
113 114
115
116 117