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
926
$234K ﹤0.01%
5,615
+2,885
927
$234K ﹤0.01%
9,146
+6,521
928
$233K ﹤0.01%
5,333
929
$232K ﹤0.01%
6,940
-702
930
$232K ﹤0.01%
2,423
-211
931
$232K ﹤0.01%
11,524
932
$232K ﹤0.01%
3,534
-297
933
$232K ﹤0.01%
6,700
+6,220
934
$231K ﹤0.01%
2,602
+435
935
$231K ﹤0.01%
8,200
+7,500
936
$231K ﹤0.01%
12,778
+755
937
$231K ﹤0.01%
9,902
938
$228K ﹤0.01%
18,139
-8,099
939
$227K ﹤0.01%
5,753
+2,924
940
$227K ﹤0.01%
+14,000
941
$226K ﹤0.01%
23,094
+1,233
942
$225K ﹤0.01%
783
-45
943
$224K ﹤0.01%
3,582
-380
944
$224K ﹤0.01%
6,522
+20
945
$224K ﹤0.01%
10,240
+10,140
946
$223K ﹤0.01%
39,970
+39,959
947
$223K ﹤0.01%
8,995
+200
948
$223K ﹤0.01%
32,558
+29,758
949
$222K ﹤0.01%
14,157
+1,066
950
$222K ﹤0.01%
4,829
+228
36 37
38
39 40