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
1426
$95K ﹤0.01%
2,000
+1,800
1427
$95K ﹤0.01%
3,060
1428
$94K ﹤0.01%
1,940
+740
1429
$94K ﹤0.01%
2,052
+1,982
1430
$94K ﹤0.01%
2,562
+460
1431
$94K ﹤0.01%
1,290
1432
$94K ﹤0.01%
2,356
-517
1433
$94K ﹤0.01%
2,185
-315
1434
$94K ﹤0.01%
6,788
1435
$93K ﹤0.01%
15,100
+14,300
1436
$93K ﹤0.01%
12,605
-1,350
1437
$93K ﹤0.01%
1,797
+654
1438
$93K ﹤0.01%
3,414
+518
1439
$93K ﹤0.01%
3,322
+374
1440
$93K ﹤0.01%
951
-220
1441
$93K ﹤0.01%
6,935
+5,258
1442
$93K ﹤0.01%
11,815
+5
1443
$93K ﹤0.01%
10,984
+584
1444
$92K ﹤0.01%
8,306
-3,190
1445
$92K ﹤0.01%
5,279
1446
$92K ﹤0.01%
4,828
-304
1447
$92K ﹤0.01%
7,236
1448
$92K ﹤0.01%
1,200
+1,024
1449
$92K ﹤0.01%
26,200
+24,000
1450
$92K ﹤0.01%
2,568
+1,450
56 57
58
59 60