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
1376
$104K ﹤0.01%
34,300
1377
$104K ﹤0.01%
+4,591
1378
$104K ﹤0.01%
3,422
+2,000
1379
$104K ﹤0.01%
39,400
-1,000
1380
$104K ﹤0.01%
27,508
+5,952
1381
$103K ﹤0.01%
1,386
-1,089
1382
$103K ﹤0.01%
29,400
+2,270
1383
$103K ﹤0.01%
1,520
+500
1384
$103K ﹤0.01%
2,106
-3,487
1385
$103K ﹤0.01%
7,599
+5,745
1386
$102K ﹤0.01%
7,630
+1,681
1387
$102K ﹤0.01%
1,892
+125
1388
$102K ﹤0.01%
5,000
1389
$102K ﹤0.01%
5,559
+5,072
1390
$101K ﹤0.01%
1,166
-103
1391
$101K ﹤0.01%
2,372
+987
1392
$101K ﹤0.01%
1,614
1393
$101K ﹤0.01%
12,236
+11,003
1394
$100K ﹤0.01%
+6,675
1395
$100K ﹤0.01%
2,405
-86
1396
$100K ﹤0.01%
3,970
+2,050
1397
$100K ﹤0.01%
1,180
+437
1398
$99K ﹤0.01%
1,864
+100
1399
$99K ﹤0.01%
1,515
+636
1400
$99K ﹤0.01%
7,594
+3,223
54 55
56
57 58