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
1526
$79K ﹤0.01%
5,995
+3,945
1527
$79K ﹤0.01%
1,201
+330
1528
$79K ﹤0.01%
6,780
+1,530
1529
$79K ﹤0.01%
2,171
-100
1530
$78K ﹤0.01%
+3,552
1531
$78K ﹤0.01%
1,430
-2,298
1532
$78K ﹤0.01%
1,175
+100
1533
$78K ﹤0.01%
39,801
+600
1534
$78K ﹤0.01%
1,062
-337
1535
$78K ﹤0.01%
4,129
+2,057
1536
$78K ﹤0.01%
750
+200
1537
$77K ﹤0.01%
2,891
+942
1538
$77K ﹤0.01%
3,101
+2,926
1539
$77K ﹤0.01%
9,615
+3,800
1540
$77K ﹤0.01%
+4,087
1541
$76K ﹤0.01%
992
1542
$76K ﹤0.01%
2,416
+2
1543
$76K ﹤0.01%
2,881
-284
1544
$76K ﹤0.01%
2,105
+596
1545
$76K ﹤0.01%
1,375
-36
1546
$76K ﹤0.01%
1,840
+4
1547
$76K ﹤0.01%
2,098
+1,897
1548
$76K ﹤0.01%
5,433
+3,833
1549
$76K ﹤0.01%
5,951
+1,025
1550
$76K ﹤0.01%
718
+350
60 61
62
63 64