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
3351
$1K ﹤0.01%
300
3352
$1K ﹤0.01%
100
3353
$1K ﹤0.01%
+29
3354
$1K ﹤0.01%
+13
3355
$1K ﹤0.01%
37
3356
$1K ﹤0.01%
66
3357
$1K ﹤0.01%
202
3358
$1K ﹤0.01%
2
3359
$1K ﹤0.01%
13
3360
$1K ﹤0.01%
+15
3361
$1K ﹤0.01%
46
3362
$1K ﹤0.01%
150
-100
3363
$1K ﹤0.01%
45
-100
3364
$1K ﹤0.01%
+100
3365
$1K ﹤0.01%
+45
3366
$1K ﹤0.01%
7
3367
$1K ﹤0.01%
+21
3368
$1K ﹤0.01%
60
+18
3369
$1K ﹤0.01%
7
3370
$1K ﹤0.01%
42
3371
$1K ﹤0.01%
+13
3372
$1K ﹤0.01%
63
-574
3373
$1K ﹤0.01%
50
3374
$1K ﹤0.01%
+153
3375
$1K ﹤0.01%
58
133 134
135
136 137