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
276
$1.4M 0.02%
53,302
+49,536
277
$1.39M 0.02%
36,078
+2,550
278
$1.39M 0.02%
5,514
-94
279
$1.39M 0.02%
114,268
+78,868
280
$1.38M 0.02%
15,400
+15,050
281
$1.37M 0.02%
126,878
-10,190
282
$1.37M 0.02%
16,887
-7,982
283
$1.37M 0.02%
10,346
+891
284
$1.37M 0.02%
23,446
+2,900
285
$1.36M 0.02%
12,913
-3,652
286
$1.36M 0.02%
56,660
+55,350
287
$1.35M 0.02%
20,936
+3,318
288
$1.35M 0.02%
36,000
-3,569
289
$1.34M 0.02%
29,657
+22,690
290
$1.33M 0.02%
67,111
+2,001
291
$1.33M 0.02%
31,653
+2,444
292
$1.33M 0.02%
90,537
-2,956
293
$1.31M 0.02%
38,558
+13,426
294
$1.3M 0.02%
15,963
+1,298
295
$1.29M 0.02%
29,618
+10,972
296
$1.28M 0.02%
56,456
+8,264
297
$1.28M 0.02%
10,316
+1,518
298
$1.28M 0.02%
28,725
299
$1.28M 0.02%
11,789
+11,024
300
$1.27M 0.02%
45,031
-2,615
10 11
12
13 14