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
826
$295K ﹤0.01%
8,191
+4,139
827
$294K ﹤0.01%
5,698
+489
828
$294K ﹤0.01%
212
+108
829
$294K ﹤0.01%
9,912
830
$292K ﹤0.01%
23,709
+447
831
$292K ﹤0.01%
5,820
+925
832
$291K ﹤0.01%
10,033
+1,763
833
$291K ﹤0.01%
7,000
+5,000
834
$290K ﹤0.01%
72,338
+53,403
835
$289K ﹤0.01%
12,905
+8,344
836
$288K ﹤0.01%
+16,000
837
$286K ﹤0.01%
2,584
+117
838
$285K ﹤0.01%
4,841
+1,319
839
$285K ﹤0.01%
5,353
+1,020
840
$284K ﹤0.01%
12,000
+4,000
841
$284K ﹤0.01%
11,008
+8,697
842
$284K ﹤0.01%
5,253
-5,613
843
$284K ﹤0.01%
5,139
+178
844
$283K ﹤0.01%
6,857
-80
845
$282K ﹤0.01%
5,981
-563
846
$282K ﹤0.01%
50,841
+47,905
847
$282K ﹤0.01%
8,240
+3,040
848
$282K ﹤0.01%
+30,000
849
$281K ﹤0.01%
2,644
+98
850
$279K ﹤0.01%
9,470
-19
32 33
34
35 36