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
551
$589K 0.01%
4,922
+361
552
$588K 0.01%
6,300
+2,795
553
$587K 0.01%
11,532
+580
554
$587K 0.01%
2,780
+89
555
$586K 0.01%
57,754
556
$585K 0.01%
6,388
+1,687
557
$582K 0.01%
10,762
+6,039
558
$581K 0.01%
8,022
+1,879
559
$581K 0.01%
9,239
-3,048
560
$579K 0.01%
13,520
-681
561
$579K 0.01%
3,183
+13
562
$579K 0.01%
29,355
-19,969
563
$576K 0.01%
21,855
+3,217
564
$575K 0.01%
10,319
-1,860
565
$575K 0.01%
21,400
+3,572
566
$574K 0.01%
7,354
+1,794
567
$573K 0.01%
9,278
+882
568
$570K 0.01%
11,309
-124
569
$569K 0.01%
8,128
+498
570
$568K 0.01%
77,407
+2,747
571
$568K 0.01%
8,840
+30
572
$568K 0.01%
1,913
+1,863
573
$561K 0.01%
+18,000
574
$561K 0.01%
39,740
+30,795
575
$560K 0.01%
11,485
+3,380
21 22
23
24 25