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
1276
$121K ﹤0.01%
10,635
+3,997
1277
$120K ﹤0.01%
2,902
+200
1278
$120K ﹤0.01%
27,900
1279
$120K ﹤0.01%
5,767
+848
1280
$120K ﹤0.01%
9,466
1281
$120K ﹤0.01%
4,233
-7,693
1282
$120K ﹤0.01%
9,767
+1,586
1283
$120K ﹤0.01%
541
+79
1284
$119K ﹤0.01%
+2,000
1285
$119K ﹤0.01%
1,699
+1,350
1286
$119K ﹤0.01%
7,635
-513
1287
$119K ﹤0.01%
+5,000
1288
$119K ﹤0.01%
3,643
+233
1289
$118K ﹤0.01%
4,720
-631
1290
$118K ﹤0.01%
889
1291
$118K ﹤0.01%
8,850
-600
1292
$118K ﹤0.01%
3,310
-29
1293
$118K ﹤0.01%
5,802
+5,402
1294
$117K ﹤0.01%
2,017
+327
1295
$117K ﹤0.01%
7,667
1296
$117K ﹤0.01%
3,696
1297
$117K ﹤0.01%
7,500
-7,500
1298
$117K ﹤0.01%
+824
1299
$117K ﹤0.01%
8,062
1300
$117K ﹤0.01%
2,260
-222
50 51
52
53 54