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
2976
$5K ﹤0.01%
+344
2977
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+200
2978
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105
+75
2979
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300
+1
2980
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2981
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2982
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675
2983
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2984
0
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2986
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2989
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-148
2990
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2991
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+400
2992
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43
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+100
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2996
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2997
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400
2998
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1,000
2999
$5K ﹤0.01%
+493
3000
$5K ﹤0.01%
+453