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
3076
$4K ﹤0.01%
264
-660
3077
$4K ﹤0.01%
202
3078
$4K ﹤0.01%
204
3079
$4K ﹤0.01%
+300
3080
$4K ﹤0.01%
+296
3081
$4K ﹤0.01%
264
+157
3082
$4K ﹤0.01%
+178
3083
$4K ﹤0.01%
2,000
-5,000
3084
$4K ﹤0.01%
34
+13
3085
$4K ﹤0.01%
+17
3086
$4K ﹤0.01%
124
3087
$4K ﹤0.01%
+100
3088
$4K ﹤0.01%
190
+100
3089
$4K ﹤0.01%
800
3090
$4K ﹤0.01%
200
3091
$4K ﹤0.01%
445
3092
$4K ﹤0.01%
250
3093
$4K ﹤0.01%
45
-100
3094
$4K ﹤0.01%
147
+20
3095
$4K ﹤0.01%
816
+5
3096
$4K ﹤0.01%
200
3097
$4K ﹤0.01%
+300
3098
$4K ﹤0.01%
+200
3099
$4K ﹤0.01%
200
3100
$4K ﹤0.01%
+351
122 123
124
125 126