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
1401
$99K ﹤0.01%
5,598
-15
1402
$99K ﹤0.01%
1,595
+195
1403
$98K ﹤0.01%
2,460
+1,540
1404
$98K ﹤0.01%
3,050
+1,400
1405
$98K ﹤0.01%
1,311
-1,782
1406
$98K ﹤0.01%
7,500
-1,363
1407
$98K ﹤0.01%
4,499
+300
1408
$98K ﹤0.01%
3,773
+75
1409
$98K ﹤0.01%
9,266
-2,125
1410
$98K ﹤0.01%
3,770
-2,300
1411
$97K ﹤0.01%
5,400
+3,400
1412
$97K ﹤0.01%
2,830
+1,016
1413
$97K ﹤0.01%
+3,860
1414
$97K ﹤0.01%
4,910
-7,090
1415
$97K ﹤0.01%
+10,000
1416
$97K ﹤0.01%
2,235
+34
1417
$96K ﹤0.01%
1,838
1418
$96K ﹤0.01%
6,834
-7,058
1419
$96K ﹤0.01%
7,894
+4,234
1420
$96K ﹤0.01%
1,362
+110
1421
$96K ﹤0.01%
3,420
+1,320
1422
$96K ﹤0.01%
3,088
+368
1423
$95K ﹤0.01%
8,828
1424
$95K ﹤0.01%
7,171
+1,300
1425
$95K ﹤0.01%
2,449
-59
55 56
57
58 59