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
701
$412K 0.01%
36,250
-1,300
702
$412K 0.01%
5,077
-374
703
$411K 0.01%
51,604
-37,175
704
$411K 0.01%
15,206
+174
705
$410K 0.01%
3,048
+1,005
706
$409K 0.01%
6,539
+5,784
707
$409K 0.01%
22,764
-150
708
$408K 0.01%
7,632
+2,272
709
$408K 0.01%
22,700
+9,301
710
$407K 0.01%
5,997
+5,399
711
$406K 0.01%
15,735
-636
712
$405K 0.01%
28,330
713
$404K 0.01%
5,211
+690
714
$401K 0.01%
60,928
+16,624
715
$401K 0.01%
7,083
-3,757
716
$401K 0.01%
4,604
+1,306
717
$398K 0.01%
29,376
-5,129
718
$397K 0.01%
43,163
+37,074
719
$395K 0.01%
31,290
-3,168
720
$392K 0.01%
3,559
+1,728
721
$391K 0.01%
2,695
+690
722
$390K 0.01%
12,905
+2,115
723
$389K 0.01%
+2,490
724
$388K 0.01%
+15,678
725
$387K 0.01%
11,384
-95
27 28
29
30 31