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
876
$261K ﹤0.01%
68,330
+2,950
877
$261K ﹤0.01%
13,126
-1,895
878
$257K ﹤0.01%
34,984
+4,255
879
$257K ﹤0.01%
65,978
-37,656
880
$256K ﹤0.01%
7,240
-487
881
$256K ﹤0.01%
8,422
882
$255K ﹤0.01%
5,954
-841
883
$255K ﹤0.01%
28,030
+25,530
884
$255K ﹤0.01%
5,284
-6,970
885
$254K ﹤0.01%
8,183
+5,549
886
$254K ﹤0.01%
20,211
+621
887
$254K ﹤0.01%
5,868
+248
888
$254K ﹤0.01%
12,782
+408
889
$253K ﹤0.01%
9,684
+2,342
890
$253K ﹤0.01%
8,492
+4,887
891
$252K ﹤0.01%
2,085
+32
892
$252K ﹤0.01%
2,988
-215
893
$252K ﹤0.01%
1,584
-456
894
$252K ﹤0.01%
10,343
+10,314
895
$251K ﹤0.01%
10,971
-1,226
896
$251K ﹤0.01%
2,336
+105
897
$251K ﹤0.01%
10,008
-907
898
$250K ﹤0.01%
22,549
-3,584
899
$249K ﹤0.01%
8,811
+45
900
$247K ﹤0.01%
25,030
34 35
36
37 38