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
2876
$7K ﹤0.01%
1,000
2877
$6K ﹤0.01%
+200
2878
$6K ﹤0.01%
300
2879
$6K ﹤0.01%
162
-2,913
2880
$6K ﹤0.01%
500
2881
$6K ﹤0.01%
146
-105
2882
$6K ﹤0.01%
280
-720
2883
$6K ﹤0.01%
139
-25
2884
$6K ﹤0.01%
195
2885
$6K ﹤0.01%
+431
2886
$6K ﹤0.01%
1
2887
$6K ﹤0.01%
+220
2888
$6K ﹤0.01%
141
-78
2889
$6K ﹤0.01%
+500
2890
$6K ﹤0.01%
236
2891
$6K ﹤0.01%
893
2892
$6K ﹤0.01%
108
2893
$6K ﹤0.01%
230
2894
$6K ﹤0.01%
200
-900
2895
$6K ﹤0.01%
+140
2896
$6K ﹤0.01%
+260
2897
$6K ﹤0.01%
1,000
2898
$6K ﹤0.01%
1
2899
$6K ﹤0.01%
583
-1,055
2900
$6K ﹤0.01%
298
+280
114 115
116
117 118