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
2901
$6K ﹤0.01%
+200
2902
$6K ﹤0.01%
100
2903
$6K ﹤0.01%
28
-12
2904
$6K ﹤0.01%
382
2905
$6K ﹤0.01%
207
-20
2906
$6K ﹤0.01%
146
-105
2907
$6K ﹤0.01%
114
+14
2908
$6K ﹤0.01%
243
2909
$6K ﹤0.01%
182
2910
$6K ﹤0.01%
50
-120
2911
$6K ﹤0.01%
280
-720
2912
$6K ﹤0.01%
+1,500
2913
$6K ﹤0.01%
30
2914
$6K ﹤0.01%
105
-100
2915
$6K ﹤0.01%
181
2916
$6K ﹤0.01%
1,200
2917
$6K ﹤0.01%
204
+4
2918
$6K ﹤0.01%
200
2919
$6K ﹤0.01%
5,800
-305
2920
$6K ﹤0.01%
+300
2921
$6K ﹤0.01%
+500
2922
$6K ﹤0.01%
300
-300
2923
$6K ﹤0.01%
3,350
+1,000
2924
$6K ﹤0.01%
300
2925
$6K ﹤0.01%
159
115 116
117
118 119