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
1151
$148K ﹤0.01%
2,724
-357
1152
$147K ﹤0.01%
41,457
+37,650
1153
$147K ﹤0.01%
3,392
1154
$147K ﹤0.01%
+4,600
1155
$147K ﹤0.01%
34,340
+5,000
1156
$146K ﹤0.01%
+3,500
1157
$146K ﹤0.01%
4,312
-222
1158
$146K ﹤0.01%
9,720
-34,440
1159
$146K ﹤0.01%
3,802
+2,978
1160
$145K ﹤0.01%
2,262
-357
1161
$145K ﹤0.01%
2,822
+14
1162
$145K ﹤0.01%
17,295
+715
1163
$145K ﹤0.01%
2,396
+121
1164
$144K ﹤0.01%
12,900
1165
$144K ﹤0.01%
14,028
-14,220
1166
$144K ﹤0.01%
4,362
+2,450
1167
$144K ﹤0.01%
5,000
+4,850
1168
$144K ﹤0.01%
2,180
+351
1169
$143K ﹤0.01%
3,308
-263
1170
$143K ﹤0.01%
4,740
+2,380
1171
$143K ﹤0.01%
4,653
+1,664
1172
$142K ﹤0.01%
5,605
1173
$142K ﹤0.01%
2,122
-1,816
1174
$142K ﹤0.01%
1,379
+341
1175
$142K ﹤0.01%
+729
45 46
47
48 49