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
1576
$73K ﹤0.01%
1,562
+1,112
1577
$73K ﹤0.01%
4,050
1578
$72K ﹤0.01%
737
+100
1579
$72K ﹤0.01%
2,870
-508
1580
$72K ﹤0.01%
3,000
1581
$72K ﹤0.01%
3,731
1582
$72K ﹤0.01%
1,315
-214
1583
$72K ﹤0.01%
1,404
1584
$72K ﹤0.01%
5,607
1585
$71K ﹤0.01%
3,600
-300
1586
$71K ﹤0.01%
2,272
+1,047
1587
$71K ﹤0.01%
1,555
+287
1588
$71K ﹤0.01%
1,200
+500
1589
$71K ﹤0.01%
181
1590
$71K ﹤0.01%
535
+500
1591
$71K ﹤0.01%
2,172
1592
$71K ﹤0.01%
4,311
+3,011
1593
$71K ﹤0.01%
3,480
+836
1594
$71K ﹤0.01%
3,500
1595
$71K ﹤0.01%
5,000
1596
$70K ﹤0.01%
1,026
+180
1597
$70K ﹤0.01%
3,144
+2,850
1598
$70K ﹤0.01%
901
+8
1599
$70K ﹤0.01%
1,000
-2,002
1600
$70K ﹤0.01%
2,502
+1,137
62 63
64
65 66