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
651
$465K 0.01%
56,400
+1,000
652
$464K 0.01%
9,615
+2,129
653
$463K 0.01%
16,873
-245
654
$462K 0.01%
5,443
+1,186
655
$461K 0.01%
26,549
-11,068
656
$461K 0.01%
3,413
-33
657
$461K 0.01%
9,043
-2,547
658
$460K 0.01%
3,935
-221
659
$459K 0.01%
19,974
+4,782
660
$459K 0.01%
5,074
+631
661
$459K 0.01%
28,001
-118
662
$458K 0.01%
4,013
663
$458K 0.01%
10,062
+10,022
664
$458K 0.01%
9,091
+5,296
665
$457K 0.01%
9,676
+5,594
666
$456K 0.01%
8,063
+730
667
$456K 0.01%
3,757
+962
668
$455K 0.01%
4,287
-1,578
669
$454K 0.01%
25,788
+3,075
670
$452K 0.01%
1,789
-91
671
$451K 0.01%
3,919
+1,289
672
$448K 0.01%
4,114
+1,075
673
$445K 0.01%
31,241
+464
674
$445K 0.01%
5,608
675
$445K 0.01%
12,724
-2,524
25 26
27
28 29