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
451
$777K 0.01%
71,956
+1,368
452
$771K 0.01%
17,858
+946
453
$771K 0.01%
13,735
+298
454
$769K 0.01%
38,492
+6,622
455
$768K 0.01%
+21,442
456
$764K 0.01%
24,933
+16
457
$763K 0.01%
42,809
+19,848
458
$761K 0.01%
15,011
+2,289
459
$760K 0.01%
84,790
-2,555
460
$759K 0.01%
9,949
-625
461
$758K 0.01%
8,618
+932
462
$758K 0.01%
+38,852
463
$757K 0.01%
59,600
-300
464
$757K 0.01%
970
465
$755K 0.01%
19,407
+13,708
466
$750K 0.01%
37,660
+2,650
467
$746K 0.01%
17,594
-1,742
468
$746K 0.01%
26,256
+5,652
469
$746K 0.01%
18,053
+2,128
470
$746K 0.01%
32,852
+11,317
471
$742K 0.01%
9,540
+300
472
$736K 0.01%
8,663
+1,794
473
$736K 0.01%
24,726
+1,607
474
$733K 0.01%
17,522
+1,260
475
$733K 0.01%
148,701
+2,000
17 18
19
20 21