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
426
$839K 0.01%
20,373
+19,373
427
$839K 0.01%
29,588
-1,280
428
$833K 0.01%
23,560
+19,400
429
$833K 0.01%
54,887
+1,416
430
$833K 0.01%
19,543
-12,657
431
$830K 0.01%
40,522
+3,351
432
$823K 0.01%
9,970
+8,467
433
$817K 0.01%
7,430
-333
434
$814K 0.01%
10,022
+1,028
435
$814K 0.01%
42,838
436
$813K 0.01%
8,645
+2,055
437
$812K 0.01%
11,170
+9,000
438
$810K 0.01%
14,284
+1,458
439
$809K 0.01%
88,038
-7,858
440
$807K 0.01%
34,723
+2,649
441
$803K 0.01%
1,076
+302
442
$799K 0.01%
10,660
443
$797K 0.01%
13,404
+314
444
$794K 0.01%
13,321
+49
445
$790K 0.01%
+54,400
446
$790K 0.01%
4,219
+1,109
447
$789K 0.01%
11,371
-814
448
$788K 0.01%
+18,000
449
$780K 0.01%
34,160
+14,999
450
$779K 0.01%
15,397
+10,703
16 17
18
19 20