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
3126
$3K ﹤0.01%
158
3127
$3K ﹤0.01%
+100
3128
$3K ﹤0.01%
+14
3129
$3K ﹤0.01%
+100
3130
$3K ﹤0.01%
678
-9,428
3131
$3K ﹤0.01%
+200
3132
$3K ﹤0.01%
+92
3133
$3K ﹤0.01%
+167
3134
$3K ﹤0.01%
+1,000
3135
$3K ﹤0.01%
30
3136
$3K ﹤0.01%
109
3137
$3K ﹤0.01%
1,000
3138
$3K ﹤0.01%
38
3139
$3K ﹤0.01%
200
-28,832
3140
$3K ﹤0.01%
+300
3141
$3K ﹤0.01%
+200
3142
$3K ﹤0.01%
300
3143
$3K ﹤0.01%
100
3144
$3K ﹤0.01%
+134
3145
$3K ﹤0.01%
200
3146
$3K ﹤0.01%
200
+150
3147
$3K ﹤0.01%
53
3148
$3K ﹤0.01%
200
3149
$3K ﹤0.01%
133
-2,159
3150
$3K ﹤0.01%
104
124 125
126
127 128