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
3376
$1K ﹤0.01%
+100
3377
$1K ﹤0.01%
+45
3378
$1K ﹤0.01%
7
3379
$1K ﹤0.01%
+21
3380
$1K ﹤0.01%
60
+18
3381
$1K ﹤0.01%
7
3382
$1K ﹤0.01%
42
3383
$1K ﹤0.01%
+13
3384
$1K ﹤0.01%
63
-574
3385
$1K ﹤0.01%
50
3386
$1K ﹤0.01%
+153
3387
$1K ﹤0.01%
58
3388
$1K ﹤0.01%
56
-13
3389
$1K ﹤0.01%
+100
3390
$1K ﹤0.01%
107
3391
$1K ﹤0.01%
110
+10
3392
$1K ﹤0.01%
120
3393
$1K ﹤0.01%
107
-381
3394
$1K ﹤0.01%
200
3395
$1K ﹤0.01%
100
3396
$1K ﹤0.01%
238
-965
3397
$1K ﹤0.01%
133
-5
3398
$1K ﹤0.01%
8
3399
$1K ﹤0.01%
42
3400
$1K ﹤0.01%
200
134 135
136
137 138