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
1201
$136K ﹤0.01%
3,675
-250
1202
$136K ﹤0.01%
16,945
+16,220
1203
$134K ﹤0.01%
2,809
+2
1204
$134K ﹤0.01%
2,419
+57
1205
$134K ﹤0.01%
559
1206
$134K ﹤0.01%
3,276
+62
1207
$134K ﹤0.01%
7,895
-3,280
1208
$134K ﹤0.01%
51
1209
$134K ﹤0.01%
6,306
+988
1210
$134K ﹤0.01%
9,071
1211
$133K ﹤0.01%
2,284
-759
1212
$133K ﹤0.01%
18,816
+351
1213
$133K ﹤0.01%
11,472
+1,053
1214
$133K ﹤0.01%
2,797
+1
1215
$133K ﹤0.01%
2,921
+25
1216
$133K ﹤0.01%
1,596
+1,010
1217
$133K ﹤0.01%
3,226
-2,618
1218
$133K ﹤0.01%
1,027
-342
1219
$133K ﹤0.01%
9,916
-17,668
1220
$132K ﹤0.01%
+2,500
1221
$132K ﹤0.01%
6,508
-136
1222
$132K ﹤0.01%
1,377
1223
$131K ﹤0.01%
1,198
1224
$131K ﹤0.01%
1,561
+514
1225
$131K ﹤0.01%
2,258
47 48
49
50 51