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
1551
$76K ﹤0.01%
3,065
-852
1552
$76K ﹤0.01%
1,150
1553
$75K ﹤0.01%
4,000
-800
1554
$75K ﹤0.01%
1,480
1555
$75K ﹤0.01%
7,843
+1,243
1556
$75K ﹤0.01%
7,000
1557
$75K ﹤0.01%
1,400
1558
$75K ﹤0.01%
405
1559
$75K ﹤0.01%
4,600
1560
$75K ﹤0.01%
7,607
1561
$75K ﹤0.01%
+41,000
1562
$75K ﹤0.01%
2,000
1563
$74K ﹤0.01%
2,100
+2,000
1564
$74K ﹤0.01%
3,216
-321
1565
$74K ﹤0.01%
1,720
1566
$74K ﹤0.01%
1,313
+550
1567
$74K ﹤0.01%
1,553
-114
1568
$74K ﹤0.01%
1,255
1569
$74K ﹤0.01%
2,719
+250
1570
$73K ﹤0.01%
486
-17
1571
$73K ﹤0.01%
2,550
+2,000
1572
$73K ﹤0.01%
1,550
+300
1573
$73K ﹤0.01%
8,015
1574
$73K ﹤0.01%
1,236
+236
1575
$73K ﹤0.01%
1,000
61 62
63
64 65