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
1301
$116K ﹤0.01%
10,100
-1,796
1302
$116K ﹤0.01%
6,040
+2,700
1303
$116K ﹤0.01%
1,664
-340
1304
$116K ﹤0.01%
+2,332
1305
$116K ﹤0.01%
10,518
-217
1306
$116K ﹤0.01%
5,345
+4,245
1307
$116K ﹤0.01%
4,789
-2,011
1308
$115K ﹤0.01%
2,200
1309
$115K ﹤0.01%
1,580
+843
1310
$115K ﹤0.01%
3,130
-38
1311
$115K ﹤0.01%
3,087
+1,140
1312
$115K ﹤0.01%
195
+81
1313
$115K ﹤0.01%
3,674
+350
1314
$115K ﹤0.01%
4,566
-500
1315
$115K ﹤0.01%
2,891
1316
$114K ﹤0.01%
6,900
+2,430
1317
$114K ﹤0.01%
2,656
1318
$114K ﹤0.01%
1,623
+451
1319
$114K ﹤0.01%
5,736
-813
1320
$114K ﹤0.01%
3,351
+811
1321
$114K ﹤0.01%
2,382
+839
1322
$114K ﹤0.01%
3,084
+400
1323
$114K ﹤0.01%
+9,000
1324
$113K ﹤0.01%
2,482
+1,308
1325
$113K ﹤0.01%
2,035
+341
51 52
53
54 55