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
676
$442K 0.01%
2,035
-68
677
$442K 0.01%
1,085
+547
678
$441K 0.01%
39,717
+13,693
679
$440K 0.01%
8,631
+2,952
680
$440K 0.01%
8,385
+1,331
681
$439K 0.01%
15,291
682
$436K 0.01%
86,139
-12,104
683
$436K 0.01%
8,065
684
$435K 0.01%
17,097
-467
685
$434K 0.01%
17,825
+15,525
686
$432K 0.01%
3,834
-1,682
687
$432K 0.01%
+23,000
688
$431K 0.01%
43,268
+19,738
689
$431K 0.01%
1,435
+110
690
$431K 0.01%
9,410
-12,051
691
$430K 0.01%
2,550
+1,205
692
$429K 0.01%
7,850
-616
693
$429K 0.01%
8,362
+2,250
694
$427K 0.01%
16,721
+300
695
$423K 0.01%
10,888
+8,091
696
$419K 0.01%
16,960
697
$418K 0.01%
19,673
+6,461
698
$416K 0.01%
14,738
-1,168
699
$414K 0.01%
+4,000
700
$413K 0.01%
15,177
+9,918
26 27
28
29 30