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
3326
$1K ﹤0.01%
100
3327
$1K ﹤0.01%
35
3328
$1K ﹤0.01%
136
3329
$1K ﹤0.01%
+54
3330
$1K ﹤0.01%
52
3331
$1K ﹤0.01%
340
3332
$1K ﹤0.01%
110
3333
$1K ﹤0.01%
33
3334
$1K ﹤0.01%
13
-750
3335
$1K ﹤0.01%
5
3336
$1K ﹤0.01%
+33
3337
$1K ﹤0.01%
83
3338
$1K ﹤0.01%
40
3339
$1K ﹤0.01%
400
-29,300
3340
$1K ﹤0.01%
50
3341
$1K ﹤0.01%
+101
3342
$1K ﹤0.01%
200
+134
3343
$1K ﹤0.01%
+100
3344
$1K ﹤0.01%
34
3345
$1K ﹤0.01%
+2
3346
$1K ﹤0.01%
34
-400
3347
$1K ﹤0.01%
208
-395
3348
$1K ﹤0.01%
100
3349
$1K ﹤0.01%
310
3350
$1K ﹤0.01%
18
132 133
134
135 136