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
3301
$2K ﹤0.01%
40
3302
$2K ﹤0.01%
40
3303
$2K ﹤0.01%
225
3304
$2K ﹤0.01%
400
3305
$2K ﹤0.01%
25
3306
$2K ﹤0.01%
25
-1,800
3307
$2K ﹤0.01%
1,000
3308
$2K ﹤0.01%
100
3309
$2K ﹤0.01%
+300
3310
$2K ﹤0.01%
2,640
3311
$2K ﹤0.01%
48,899
3312
$2K ﹤0.01%
299
-66
3313
$2K ﹤0.01%
+265
3314
$2K ﹤0.01%
300
3315
$2K ﹤0.01%
+167
3316
$2K ﹤0.01%
210
3317
$2K ﹤0.01%
100
3318
$2K ﹤0.01%
+2,000
3319
$2K ﹤0.01%
1,500
3320
$2K ﹤0.01%
300
3321
$2K ﹤0.01%
50
3322
$1K ﹤0.01%
109
3323
$1K ﹤0.01%
100
3324
$1K ﹤0.01%
26
3325
$1K ﹤0.01%
200
131 132
133
134 135