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
751
$365K 0.01%
7,070
752
$361K 0.01%
20,312
+2,351
753
$360K 0.01%
15,490
+15,000
754
$359K 0.01%
15,400
+5,400
755
$355K 0.01%
25,647
-7,598
756
$354K 0.01%
21,321
-1,176
757
$353K 0.01%
70,280
-44,520
758
$352K 0.01%
7,265
-3,705
759
$351K 0.01%
10,483
-3,169
760
$350K 0.01%
6,642
-6,560
761
$348K 0.01%
7,157
+7,155
762
$347K 0.01%
6,622
+2,810
763
$346K 0.01%
645
+8
764
$346K 0.01%
5,203
+144
765
$346K 0.01%
8,310
+1,091
766
$346K 0.01%
+40,000
767
$345K 0.01%
36,871
-1,055
768
$344K 0.01%
34,057
+25,257
769
$343K 0.01%
575
+140
770
$341K 0.01%
2,281
+964
771
$339K 0.01%
15,000
772
$338K 0.01%
6,440
773
$337K 0.01%
25,945
+498
774
$337K 0.01%
5,592
+164
775
$336K 0.01%
22,531
+22,489
29 30
31
32 33