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
1101
$163K ﹤0.01%
5,440
+600
1102
$163K ﹤0.01%
1,258
+530
1103
$163K ﹤0.01%
+5,271
1104
$162K ﹤0.01%
13,726
+12,442
1105
$162K ﹤0.01%
18,548
-1,399
1106
$162K ﹤0.01%
6,403
+103
1107
$162K ﹤0.01%
+539
1108
$161K ﹤0.01%
+2,500
1109
$161K ﹤0.01%
3,499
+40
1110
$161K ﹤0.01%
2,200
+483
1111
$160K ﹤0.01%
2,286
-97
1112
$160K ﹤0.01%
1,244
+643
1113
$160K ﹤0.01%
2,722
+799
1114
$160K ﹤0.01%
2,990
+1,000
1115
$159K ﹤0.01%
+4,781
1116
$159K ﹤0.01%
2,802
+478
1117
$159K ﹤0.01%
3,527
-330
1118
$158K ﹤0.01%
28,364
+1,000
1119
$158K ﹤0.01%
4,500
1120
$158K ﹤0.01%
3,223
-232
1121
$157K ﹤0.01%
5,406
-1,085
1122
$157K ﹤0.01%
5,778
1123
$157K ﹤0.01%
12,095
-809
1124
$157K ﹤0.01%
+9,500
1125
$157K ﹤0.01%
+54,750
43 44
45
46 47