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
76
$9.24M 0.14%
152,267
+4,324
77
$9.1M 0.14%
111,176
+1,435
78
$9.09M 0.14%
137,680
+2,562
79
$9.04M 0.14%
83,748
+4,089
80
$8.68M 0.13%
199,986
+13,876
81
$8.52M 0.13%
64,627
+31,028
82
$8.45M 0.13%
541,954
+99,405
83
$8.31M 0.13%
221,985
-8,892
84
$8.18M 0.12%
65,143
-38,805
85
$8M 0.12%
397,926
+396,326
86
$7.87M 0.12%
117,870
-639
87
$7.84M 0.12%
202,721
+21,203
88
$7.81M 0.12%
88,495
+8,156
89
$7.72M 0.12%
458,880
+28,880
90
$7.25M 0.11%
184,348
+22,517
91
$7.16M 0.11%
143,993
-279
92
$6.91M 0.1%
168,995
-39,937
93
$6.71M 0.1%
129,182
-2,197
94
$6.53M 0.1%
92,809
-6,546
95
$6.12M 0.09%
78,217
+22,940
96
$6.1M 0.09%
61,389
-1,129
97
$6.07M 0.09%
69,250
+6,290
98
$5.77M 0.09%
81,055
+381
99
$5.71M 0.09%
129,953
+19,107
100
$5.66M 0.09%
104,808
+1,016
2 3
4
5 6