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
501
$685K 0.01%
6,794
+230
502
$683K 0.01%
4,485
-694
503
$682K 0.01%
13,735
-4,496
504
$682K 0.01%
8,192
+3,433
505
$682K 0.01%
+56,300
506
$680K 0.01%
44,036
507
$679K 0.01%
13,436
-3,181
508
$679K 0.01%
15,335
-3,073
509
$679K 0.01%
10,501
-16
510
$679K 0.01%
12,076
+7,392
511
$677K 0.01%
47,505
+44,150
512
$670K 0.01%
+14,400
513
$668K 0.01%
4,329
-228
514
$663K 0.01%
17,676
+8,204
515
$656K 0.01%
5,261
-689
516
$652K 0.01%
3,560
-1,085
517
$652K 0.01%
11,865
+1,086
518
$651K 0.01%
15,650
519
$651K 0.01%
+21
520
$651K 0.01%
27,519
-4,846
521
$651K 0.01%
13,954
-2,104
522
$644K 0.01%
6,332
+75
523
$638K 0.01%
31,248
-4,696
524
$638K 0.01%
6,755
+1,092
525
$636K 0.01%
10,766
+4,716
19 20
21
22 23