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
401
$900K 0.01%
29,688
+2,372
402
$899K 0.01%
28,833
+1,633
403
$898K 0.01%
20,938
+3,232
404
$893K 0.01%
24,172
+750
405
$892K 0.01%
38,653
+4,483
406
$891K 0.01%
34,466
+115
407
$889K 0.01%
27,371
-3,075
408
$887K 0.01%
5,174
+254
409
$884K 0.01%
22,936
+22,885
410
$881K 0.01%
10,130
-759
411
$880K 0.01%
49,646
+41,300
412
$876K 0.01%
7,057
+455
413
$875K 0.01%
18,694
-5,235
414
$875K 0.01%
38,330
-4,560
415
$875K 0.01%
5,435
416
$873K 0.01%
40,000
+39,970
417
$873K 0.01%
29,609
+29,000
418
$872K 0.01%
7,252
-185
419
$870K 0.01%
14,654
+9,674
420
$863K 0.01%
9,398
-1,152
421
$861K 0.01%
33,126
+4,155
422
$859K 0.01%
43,013
+36,293
423
$853K 0.01%
7,974
+1,349
424
$846K 0.01%
18,622
+1,782
425
$841K 0.01%
20,414
-2,147
15 16
17
18 19