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
476
$731K 0.01%
18,471
+65
477
$731K 0.01%
5,330
-855
478
$729K 0.01%
8,461
+4,659
479
$728K 0.01%
14,908
+11
480
$727K 0.01%
8,927
+2,863
481
$725K 0.01%
35,433
+23,003
482
$724K 0.01%
2,365
483
$723K 0.01%
14,266
+1,670
484
$723K 0.01%
+59,935
485
$718K 0.01%
12,176
+6,542
486
$718K 0.01%
14,740
+1,417
487
$717K 0.01%
12,097
-5,395
488
$714K 0.01%
11,062
+619
489
$709K 0.01%
118,627
490
$709K 0.01%
19,616
+532
491
$705K 0.01%
+30,580
492
$703K 0.01%
+15,500
493
$701K 0.01%
29,701
-355
494
$701K 0.01%
16,602
+1,127
495
$700K 0.01%
24,950
+12,950
496
$694K 0.01%
+29,000
497
$694K 0.01%
9,897
+8,333
498
$693K 0.01%
8,369
+6,493
499
$687K 0.01%
1,080
+1,068
500
$685K 0.01%
6,563
+121
18 19
20
21 22