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
976
$209K ﹤0.01%
11,572
-79
977
$209K ﹤0.01%
3,900
-200
978
$209K ﹤0.01%
67,392
+23,040
979
$208K ﹤0.01%
160
980
$207K ﹤0.01%
4,811
-1,250
981
$207K ﹤0.01%
5,000
982
$206K ﹤0.01%
8,802
-210
983
$206K ﹤0.01%
3,043
-1,975
984
$206K ﹤0.01%
2,340
+1,770
985
$205K ﹤0.01%
9,185
+5,200
986
$205K ﹤0.01%
7,408
+1,000
987
$204K ﹤0.01%
5,800
+186
988
$204K ﹤0.01%
4,462
+1,230
989
$204K ﹤0.01%
3,413
+369
990
$204K ﹤0.01%
13,640
+1,960
991
$202K ﹤0.01%
3,932
+24
992
$202K ﹤0.01%
41,434
+631
993
$202K ﹤0.01%
8,681
+2,946
994
$202K ﹤0.01%
8,505
+7,005
995
$201K ﹤0.01%
+1,298
996
$201K ﹤0.01%
3,600
+1,200
997
$200K ﹤0.01%
15,150
998
$200K ﹤0.01%
162
999
$200K ﹤0.01%
3,199
-1,170
1000
$200K ﹤0.01%
13,635
+7,310
38 39
40
41 42