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
1501
$84K ﹤0.01%
2,162
1502
$84K ﹤0.01%
3,149
1503
$84K ﹤0.01%
3,278
1504
$84K ﹤0.01%
3,600
-56
1505
$84K ﹤0.01%
1,000
1506
$83K ﹤0.01%
2,460
+860
1507
$83K ﹤0.01%
1,423
-1,406
1508
$83K ﹤0.01%
4,152
+800
1509
$82K ﹤0.01%
2,724
+5
1510
$82K ﹤0.01%
1,703
-29
1511
$82K ﹤0.01%
1,104
+500
1512
$81K ﹤0.01%
2,817
+4
1513
$81K ﹤0.01%
2,880
+1,025
1514
$81K ﹤0.01%
1,650
1515
$81K ﹤0.01%
1,312
+153
1516
$80K ﹤0.01%
2,900
1517
$80K ﹤0.01%
2,191
+38
1518
$80K ﹤0.01%
2,121
+440
1519
$80K ﹤0.01%
1,753
+55
1520
$80K ﹤0.01%
1,771
+298
1521
$80K ﹤0.01%
4,140
1522
$79K ﹤0.01%
5,500
1523
$79K ﹤0.01%
2,792
+225
1524
$79K ﹤0.01%
6,018
-9,080
1525
$79K ﹤0.01%
2,410
+1,374
59 60
61
62 63