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
1226
$131K ﹤0.01%
6,278
+1,651
1227
$131K ﹤0.01%
2,000
-100
1228
$130K ﹤0.01%
3,358
+9
1229
$130K ﹤0.01%
+2,113
1230
$129K ﹤0.01%
3,294
1231
$129K ﹤0.01%
10,477
-10,572
1232
$129K ﹤0.01%
10,862
+1,000
1233
$129K ﹤0.01%
4,000
1234
$129K ﹤0.01%
10,581
+5,853
1235
$129K ﹤0.01%
14,188
-5,485
1236
$129K ﹤0.01%
2,030
-15
1237
$129K ﹤0.01%
43,227
-1,000
1238
$129K ﹤0.01%
4,035
-1,000
1239
$128K ﹤0.01%
1,619
+101
1240
$128K ﹤0.01%
1,544
-170
1241
$128K ﹤0.01%
1,018
-123
1242
$128K ﹤0.01%
17,081
-2,409
1243
$128K ﹤0.01%
5,407
+4,980
1244
$127K ﹤0.01%
23,040
-10,450
1245
$127K ﹤0.01%
5,783
1246
$127K ﹤0.01%
6,125
+200
1247
$126K ﹤0.01%
5,141
-2,851
1248
$126K ﹤0.01%
+51
1249
$126K ﹤0.01%
3,570
1250
$126K ﹤0.01%
2,102
48 49
50
51 52