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
3251
$2K ﹤0.01%
+200
3252
$2K ﹤0.01%
61
3253
$2K ﹤0.01%
100
3254
$2K ﹤0.01%
104
-97
3255
$2K ﹤0.01%
173
3256
$2K ﹤0.01%
200
3257
$2K ﹤0.01%
102
3258
$2K ﹤0.01%
87
3259
$2K ﹤0.01%
100
3260
$2K ﹤0.01%
126
-25,100
3261
$2K ﹤0.01%
76
+60
3262
$2K ﹤0.01%
33
3263
$2K ﹤0.01%
604
+4
3264
$2K ﹤0.01%
+100
3265
$2K ﹤0.01%
180
+50
3266
$2K ﹤0.01%
134
3267
$2K ﹤0.01%
144
+2
3268
$2K ﹤0.01%
200
3269
– –
0
3270
$2K ﹤0.01%
+24
3271
$2K ﹤0.01%
+200
3272
$2K ﹤0.01%
1,200
3273
$2K ﹤0.01%
67
+8
3274
$2K ﹤0.01%
171
-1,179
3275
$2K ﹤0.01%
100
129 130
131
132 133