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
3001
$5K ﹤0.01%
200
+100
3002
$5K ﹤0.01%
200
3003
$5K ﹤0.01%
248
3004
$5K ﹤0.01%
+300
3005
$5K ﹤0.01%
+264
3006
$5K ﹤0.01%
+170
3007
$5K ﹤0.01%
97
3008
$5K ﹤0.01%
400
3009
$5K ﹤0.01%
5
3010
$5K ﹤0.01%
500
3011
$5K ﹤0.01%
500
3012
$5K ﹤0.01%
197
+143
3013
$5K ﹤0.01%
230
3014
$5K ﹤0.01%
1,163
+163
3015
$5K ﹤0.01%
150
3016
$5K ﹤0.01%
187
3017
$5K ﹤0.01%
350
3018
$5K ﹤0.01%
+200
3019
$5K ﹤0.01%
300
3020
$5K ﹤0.01%
+100
3021
$5K ﹤0.01%
200
3022
$5K ﹤0.01%
400
3023
$5K ﹤0.01%
109
3024
$5K ﹤0.01%
200
3025
$5K ﹤0.01%
750