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
1051
$180K ﹤0.01%
31,224
1052
$180K ﹤0.01%
8,708
-4,313
1053
$179K ﹤0.01%
4,390
+2,098
1054
$179K ﹤0.01%
3,947
+3,704
1055
$178K ﹤0.01%
2,832
+872
1056
$178K ﹤0.01%
17,453
-1,849
1057
$178K ﹤0.01%
4,764
+293
1058
$177K ﹤0.01%
3,174
1059
$177K ﹤0.01%
5,485
+220
1060
$177K ﹤0.01%
4,653
+1,500
1061
$176K ﹤0.01%
9,089
+3,675
1062
$175K ﹤0.01%
2,700
+1,870
1063
$175K ﹤0.01%
1,711
-111
1064
$174K ﹤0.01%
2,356
1065
$174K ﹤0.01%
8,107
+4,000
1066
$174K ﹤0.01%
2,215
-478
1067
$174K ﹤0.01%
2,012
1068
$174K ﹤0.01%
13,105
+1,200
1069
$174K ﹤0.01%
258
+235
1070
$173K ﹤0.01%
+11,824
1071
$172K ﹤0.01%
3,915
-17,177
1072
$171K ﹤0.01%
2,957
+100
1073
$171K ﹤0.01%
12,674
+1,934
1074
$171K ﹤0.01%
3,466
+302
1075
$171K ﹤0.01%
18,075
+10,591
41 42
43
44 45