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
2926
$6K ﹤0.01%
105
-100
2927
$6K ﹤0.01%
181
2928
$6K ﹤0.01%
1,200
2929
$6K ﹤0.01%
204
+4
2930
$6K ﹤0.01%
200
2931
$6K ﹤0.01%
5,800
-305
2932
$6K ﹤0.01%
+300
2933
$6K ﹤0.01%
+500
2934
$6K ﹤0.01%
300
-300
2935
$6K ﹤0.01%
3,350
+1,000
2936
$6K ﹤0.01%
300
2937
$6K ﹤0.01%
159
2938
$6K ﹤0.01%
320
-300
2939
$6K ﹤0.01%
213
-1,000
2940
$6K ﹤0.01%
650
-175
2941
$6K ﹤0.01%
3,200
+1,900
2942
$6K ﹤0.01%
200
-347
2943
$5K ﹤0.01%
+521
2944
$5K ﹤0.01%
+500
2945
$5K ﹤0.01%
500
2946
$5K ﹤0.01%
400
-4,810
2947
$5K ﹤0.01%
366
-289
2948
$5K ﹤0.01%
+100
2949
$5K ﹤0.01%
90
+10
2950
$5K ﹤0.01%
+40
116 117
118
119 120