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
776
$335K 0.01%
1,254
-219
777
$334K 0.01%
22,483
-231
778
$331K 0.01%
+31
779
$331K 0.01%
9,013
+6,109
780
$329K 0.01%
13,007
+9,114
781
$329K 0.01%
23,544
+3,741
782
$328K ﹤0.01%
3,668
-135
783
$326K ﹤0.01%
10,084
+617
784
$325K ﹤0.01%
4,777
-500
785
$324K ﹤0.01%
+9,000
786
$324K ﹤0.01%
9,221
+8,900
787
$324K ﹤0.01%
20,800
-600
788
$323K ﹤0.01%
4,779
+2,158
789
$321K ﹤0.01%
13,605
+414
790
$321K ﹤0.01%
33,905
791
$321K ﹤0.01%
7,284
+383
792
$321K ﹤0.01%
+20,000
793
$320K ﹤0.01%
34,943
+33,455
794
$318K ﹤0.01%
103,439
+618
795
$315K ﹤0.01%
16,589
+7,323
796
$313K ﹤0.01%
11,000
+6,000
797
$313K ﹤0.01%
6,878
-262
798
$312K ﹤0.01%
6,699
+1,403
799
$312K ﹤0.01%
3,441
+492
800
$310K ﹤0.01%
11,723
-2,302
30 31
32
33 34