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
1126
$156K ﹤0.01%
+6,000
1127
$155K ﹤0.01%
2,794
+1,020
1128
$154K ﹤0.01%
8,052
+2,365
1129
$154K ﹤0.01%
4,030
+1,980
1130
$154K ﹤0.01%
4,695
+700
1131
$154K ﹤0.01%
+4,000
1132
$154K ﹤0.01%
3,744
-307
1133
$154K ﹤0.01%
4,304
1134
$153K ﹤0.01%
3,251
+57
1135
$153K ﹤0.01%
13,600
+3,760
1136
$153K ﹤0.01%
4,844
1137
$153K ﹤0.01%
2,861
1138
$152K ﹤0.01%
3,430
-1,548
1139
$152K ﹤0.01%
2,798
1140
$152K ﹤0.01%
5,079
+104
1141
$152K ﹤0.01%
2,214
+816
1142
$152K ﹤0.01%
1,703
+17
1143
$151K ﹤0.01%
3,488
1144
$151K ﹤0.01%
6,298
+825
1145
$151K ﹤0.01%
11,610
+6,550
1146
$151K ﹤0.01%
4,268
-700
1147
$150K ﹤0.01%
2,770
+2
1148
$149K ﹤0.01%
4,459
+50
1149
$149K ﹤0.01%
21,858
+18,858
1150
$148K ﹤0.01%
1,580
-970
44 45
46
47 48