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
1451
$92K ﹤0.01%
10,250
1452
$92K ﹤0.01%
1,200
+80
1453
$91K ﹤0.01%
1,503
+593
1454
$91K ﹤0.01%
4,613
-390
1455
$91K ﹤0.01%
6,030
1456
$91K ﹤0.01%
+4,315
1457
$91K ﹤0.01%
2,801
-570
1458
$91K ﹤0.01%
11,767
1459
$90K ﹤0.01%
+4,100
1460
$90K ﹤0.01%
4,902
-2,710
1461
$90K ﹤0.01%
2,028
-2,010
1462
$90K ﹤0.01%
2,423
1463
$90K ﹤0.01%
+2,685
1464
$90K ﹤0.01%
2,000
1465
$90K ﹤0.01%
15,000
1466
$90K ﹤0.01%
976
+46
1467
$90K ﹤0.01%
828
+788
1468
$89K ﹤0.01%
3,709
-306
1469
$89K ﹤0.01%
453
-332
1470
$89K ﹤0.01%
3,765
-904
1471
$89K ﹤0.01%
2,100
1472
$88K ﹤0.01%
5,703
1473
$88K ﹤0.01%
1,839
-3,421
1474
$88K ﹤0.01%
+4,555
1475
$88K ﹤0.01%
3,084
+844
57 58
59
60 61