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
901
$246K ﹤0.01%
7,087
-7,320
902
$245K ﹤0.01%
4,150
+3,550
903
$245K ﹤0.01%
4,276
904
$245K ﹤0.01%
5,685
-442
905
$244K ﹤0.01%
9,095
906
$243K ﹤0.01%
6,067
-400
907
$243K ﹤0.01%
6,198
-178
908
$242K ﹤0.01%
3,541
+1,871
909
$242K ﹤0.01%
4,976
+426
910
$241K ﹤0.01%
3,101
+445
911
$241K ﹤0.01%
+13,510
912
$240K ﹤0.01%
10,324
+749
913
$240K ﹤0.01%
17,672
+14,235
914
$239K ﹤0.01%
4,553
-1,328
915
$239K ﹤0.01%
9,108
+9
916
$239K ﹤0.01%
3,400
+3,200
917
$239K ﹤0.01%
3,687
918
$238K ﹤0.01%
2,931
-225
919
$237K ﹤0.01%
8,584
+2,232
920
$236K ﹤0.01%
3,592
-340
921
$236K ﹤0.01%
2,024
+1,544
922
$236K ﹤0.01%
5,724
+741
923
$236K ﹤0.01%
+9,000
924
$235K ﹤0.01%
3,417
+101
925
$235K ﹤0.01%
6,639
-2,500
35 36
37
38 39