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
1176
$142K ﹤0.01%
2,785
-400
1177
$141K ﹤0.01%
3,034
+20
1178
$141K ﹤0.01%
7,646
-65
1179
$141K ﹤0.01%
4,442
+1,076
1180
$141K ﹤0.01%
9,638
+5,208
1181
$141K ﹤0.01%
1,333
1182
$140K ﹤0.01%
+8,500
1183
$140K ﹤0.01%
2,300
1184
$140K ﹤0.01%
4,233
-930
1185
$139K ﹤0.01%
2,635
+539
1186
$139K ﹤0.01%
3,186
-1,422
1187
$139K ﹤0.01%
5,800
+5,034
1188
$139K ﹤0.01%
1,400
1189
$138K ﹤0.01%
1,284
+300
1190
$138K ﹤0.01%
7,148
1191
$138K ﹤0.01%
9,300
+500
1192
$138K ﹤0.01%
11,202
+24
1193
$138K ﹤0.01%
16,596
+7,120
1194
$137K ﹤0.01%
25,510
+25,000
1195
$137K ﹤0.01%
6,363
+150
1196
$137K ﹤0.01%
6,440
-92
1197
$137K ﹤0.01%
4,180
+701
1198
$137K ﹤0.01%
+5,000
1199
$137K ﹤0.01%
+5,035
1200
$136K ﹤0.01%
19,591
+1,711
46 47
48
49 50