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
376
$977K 0.01%
6,423
+47
377
$976K 0.01%
112,168
+68,728
378
$971K 0.01%
63,742
379
$970K 0.01%
+52,269
380
$968K 0.01%
19,148
+11,818
381
$963K 0.01%
+2,100
382
$961K 0.01%
16,517
-419
383
$961K 0.01%
6,634
+895
384
$958K 0.01%
62,803
+17,466
385
$956K 0.01%
36,967
+32,063
386
$952K 0.01%
33,460
+5,334
387
$946K 0.01%
63,631
+100
388
$941K 0.01%
7,577
-128
389
$938K 0.01%
59,734
+10,806
390
$932K 0.01%
30,134
-3,828
391
$932K 0.01%
20,450
+12,200
392
$930K 0.01%
35,613
+26,601
393
$921K 0.01%
26,122
+6,287
394
$919K 0.01%
10,664
395
$917K 0.01%
49,420
-5,281
396
$914K 0.01%
4,604
+440
397
$913K 0.01%
10,950
+274
398
$909K 0.01%
149,563
-1,655
399
$905K 0.01%
12,739
+5,454
400
$901K 0.01%
29,662
+9,098
14 15
16
17 18