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
726
$386K 0.01%
1,321
-69
727
$386K 0.01%
+14,442
728
$385K 0.01%
7,253
+4
729
$385K 0.01%
10,000
730
$382K 0.01%
11,946
+966
731
$382K 0.01%
1,557
+959
732
$381K 0.01%
8,290
+992
733
$379K 0.01%
+15,849
734
$376K 0.01%
10,960
-400
735
$376K 0.01%
28,045
+21,945
736
$375K 0.01%
3,403
-50
737
$374K 0.01%
15,790
-311
738
$373K 0.01%
30,174
-810
739
$373K 0.01%
30,288
+6,804
740
$373K 0.01%
+11,130
741
$371K 0.01%
10,792
+52
742
$371K 0.01%
10,121
+3,083
743
$371K 0.01%
14,757
+302
744
$368K 0.01%
12,800
745
$368K 0.01%
5,141
-900
746
$367K 0.01%
3,403
+976
747
$367K 0.01%
15,645
-3,401
748
$366K 0.01%
37,960
749
$366K 0.01%
4,333
-1,584
750
$366K 0.01%
5,051
+4,352
28 29
30
31 32