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
1476
$88K ﹤0.01%
2,400
+2,000
1477
$88K ﹤0.01%
965
+565
1478
$88K ﹤0.01%
9,997
+156
1479
$88K ﹤0.01%
2,666
+125
1480
$87K ﹤0.01%
3,450
1481
$87K ﹤0.01%
6,254
1482
$87K ﹤0.01%
14,883
+193
1483
$87K ﹤0.01%
4,284
1484
$87K ﹤0.01%
1,824
-6
1485
$87K ﹤0.01%
2,670
+70
1486
$86K ﹤0.01%
+1,533
1487
$86K ﹤0.01%
2
+1
1488
$86K ﹤0.01%
+2,000
1489
$86K ﹤0.01%
7,858
+200
1490
$86K ﹤0.01%
1,484
-560
1491
$86K ﹤0.01%
20,000
1492
$86K ﹤0.01%
3,719
+2,400
1493
$85K ﹤0.01%
2,001
1494
$85K ﹤0.01%
8,206
-2,099
1495
$85K ﹤0.01%
4,801
-39
1496
$85K ﹤0.01%
1,400
+133
1497
$85K ﹤0.01%
20,000
+7,000
1498
$84K ﹤0.01%
1,300
1499
$84K ﹤0.01%
4,871
1500
$84K ﹤0.01%
30
+22
58 59
60
61 62