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
326
$1.17M 0.02%
23,519
+3,644
327
$1.16M 0.02%
23,203
+3
328
$1.14M 0.02%
20,183
-3,963
329
$1.14M 0.02%
36,187
+13,449
330
$1.13M 0.02%
32,133
-118
331
$1.13M 0.02%
30,763
-24,037
332
$1.12M 0.02%
71,765
+69,815
333
$1.12M 0.02%
17,685
+2,254
334
$1.12M 0.02%
13,482
+1,315
335
$1.12M 0.02%
9,955
-2,813
336
$1.11M 0.02%
+30,000
337
$1.11M 0.02%
21,950
+1,080
338
$1.1M 0.02%
34,656
339
$1.09M 0.02%
135,300
+9,695
340
$1.09M 0.02%
20,819
+899
341
$1.09M 0.02%
14,832
+768
342
$1.09M 0.02%
37,884
+37,734
343
$1.09M 0.02%
41,050
+40,050
344
$1.09M 0.02%
13,289
+86
345
$1.08M 0.02%
112,173
+1,980
346
$1.08M 0.02%
54,743
+50,779
347
$1.08M 0.02%
15,448
-30
348
$1.08M 0.02%
48,346
+19,438
349
$1.07M 0.02%
2,837
+150
350
$1.06M 0.02%
16,404
+2,333
12 13
14
15 16