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
1251
$125K ﹤0.01%
13,217
1252
$125K ﹤0.01%
8,874
+4,626
1253
$125K ﹤0.01%
5,752
-522
1254
$124K ﹤0.01%
4,360
-332
1255
$124K ﹤0.01%
2,199
1256
$124K ﹤0.01%
+900
1257
$124K ﹤0.01%
2,538
+29
1258
$124K ﹤0.01%
2,000
-396
1259
$124K ﹤0.01%
1,692
+392
1260
$124K ﹤0.01%
11,800
-9,000
1261
$124K ﹤0.01%
1,975
+201
1262
$123K ﹤0.01%
13,188
-3,203
1263
$123K ﹤0.01%
9,465
-1,870
1264
$123K ﹤0.01%
+4,000
1265
$122K ﹤0.01%
5,438
1266
$122K ﹤0.01%
8,364
1267
$122K ﹤0.01%
4,565
+135
1268
$122K ﹤0.01%
6,916
+4,537
1269
$121K ﹤0.01%
3,235
-757
1270
$121K ﹤0.01%
+4,268
1271
$121K ﹤0.01%
2,307
+1,802
1272
$121K ﹤0.01%
3,205
+300
1273
$121K ﹤0.01%
4,137
-219
1274
$121K ﹤0.01%
1,016
+510
1275
$121K ﹤0.01%
40,564
49 50
51
52 53