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
626
$490K 0.01%
31,082
+9,436
627
$489K 0.01%
8,284
-7,065
628
$489K 0.01%
8,852
+1,102
629
$489K 0.01%
11,167
-3,227
630
$488K 0.01%
18,896
+2,056
631
$488K 0.01%
17,953
+6,971
632
$486K 0.01%
3,267
-130
633
$482K 0.01%
11,481
+11,082
634
$479K 0.01%
4,197
+177
635
$479K 0.01%
3,470
+84
636
$479K 0.01%
38,865
-1,000
637
$478K 0.01%
4,804
+467
638
$478K 0.01%
11,512
+1,574
639
$475K 0.01%
5,220
+2,503
640
$474K 0.01%
11,918
+6,060
641
$473K 0.01%
6,937
+1,810
642
$472K 0.01%
76,923
-1,240
643
$470K 0.01%
11,116
-1,364
644
$470K 0.01%
19,197
+7,506
645
$467K 0.01%
72,530
+68,550
646
$467K 0.01%
6,936
+2,222
647
$466K 0.01%
+32,000
648
$466K 0.01%
4,995
+4,435
649
$466K 0.01%
8,605
-850
650
$466K 0.01%
2,521
-317
24 25
26
27 28