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
1351
$109K ﹤0.01%
1,518
+1,000
1352
$109K ﹤0.01%
8,484
+3,600
1353
$109K ﹤0.01%
2,211
1354
$108K ﹤0.01%
5,509
+3,824
1355
$108K ﹤0.01%
2,754
-22
1356
$108K ﹤0.01%
18,297
-5,673
1357
$108K ﹤0.01%
6,100
-100
1358
$108K ﹤0.01%
17,307
-3,030
1359
$107K ﹤0.01%
2,544
+273
1360
$107K ﹤0.01%
2,305
+222
1361
$107K ﹤0.01%
1,396
+571
1362
$107K ﹤0.01%
6,352
1363
$107K ﹤0.01%
3,461
+400
1364
$107K ﹤0.01%
13,700
+2,500
1365
$107K ﹤0.01%
2,196
+883
1366
$107K ﹤0.01%
5,255
1367
$106K ﹤0.01%
1,007
-75
1368
$106K ﹤0.01%
2,080
+28
1369
$106K ﹤0.01%
12,682
-1,694
1370
$106K ﹤0.01%
+5,000
1371
$106K ﹤0.01%
24,447
1372
$105K ﹤0.01%
2,323
-500
1373
$105K ﹤0.01%
2,483
+2,426
1374
$105K ﹤0.01%
952
+535
1375
$105K ﹤0.01%
4,467
+361
53 54
55
56 57