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
851
$278K ﹤0.01%
19,742
+2,136
852
$277K ﹤0.01%
12,816
-828
853
$276K ﹤0.01%
12,517
+2,224
854
$276K ﹤0.01%
18,676
-1,673
855
$276K ﹤0.01%
54,296
+21,272
856
$275K ﹤0.01%
5,236
+86
857
$274K ﹤0.01%
2,586
+891
858
$273K ﹤0.01%
34,437
-13,378
859
$273K ﹤0.01%
11,966
-1,655
860
$273K ﹤0.01%
5,559
+1,387
861
$272K ﹤0.01%
11,440
-440
862
$271K ﹤0.01%
6,611
+470
863
$270K ﹤0.01%
3,722
-16
864
$269K ﹤0.01%
25,200
-4,050
865
$269K ﹤0.01%
10,000
+8,711
866
$269K ﹤0.01%
5,771
+27
867
$269K ﹤0.01%
7,911
+6,111
868
$268K ﹤0.01%
9,236
+4,236
869
$267K ﹤0.01%
8,318
+1,130
870
$266K ﹤0.01%
25,263
-4,914
871
$266K ﹤0.01%
10,237
+6
872
$265K ﹤0.01%
3,236
+788
873
$264K ﹤0.01%
8,515
+2,603
874
$264K ﹤0.01%
9,695
+933
875
$263K ﹤0.01%
6,650
+390
33 34
35
36 37