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
951
$221K ﹤0.01%
8,234
+1,666
952
$219K ﹤0.01%
+9,000
953
$218K ﹤0.01%
694
-130
954
$218K ﹤0.01%
1,960
-99
955
$218K ﹤0.01%
2,989
+412
956
$218K ﹤0.01%
+2,735
957
$218K ﹤0.01%
4,180
958
$218K ﹤0.01%
+7,630
959
$217K ﹤0.01%
1,320
-241
960
$215K ﹤0.01%
6,346
+764
961
$215K ﹤0.01%
24,505
+7,750
962
$214K ﹤0.01%
7,100
-521
963
$214K ﹤0.01%
+8,749
964
$214K ﹤0.01%
8,435
-1,246
965
$213K ﹤0.01%
4,710
+1,473
966
$213K ﹤0.01%
10,755
+10,255
967
$212K ﹤0.01%
8,199
+927
968
$212K ﹤0.01%
3,790
+48
969
$212K ﹤0.01%
4,406
-138
970
$211K ﹤0.01%
1,839
+46
971
$211K ﹤0.01%
21,588
+9,650
972
$211K ﹤0.01%
13,416
+258
973
$210K ﹤0.01%
3,651
+12
974
$210K ﹤0.01%
4,000
-1,150
975
$210K ﹤0.01%
12,817
-2,320
37 38
39
40 41