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
1601
$70K ﹤0.01%
1,750
-1,080
1602
$70K ﹤0.01%
5,541
1603
$70K ﹤0.01%
3,500
1604
$70K ﹤0.01%
585
1605
$69K ﹤0.01%
1,889
+2
1606
$69K ﹤0.01%
2,400
-250
1607
$69K ﹤0.01%
1,858
-902
1608
$69K ﹤0.01%
2,376
+325
1609
$69K ﹤0.01%
863
-1,693
1610
$69K ﹤0.01%
1,364
-1,120
1611
$69K ﹤0.01%
2,000
-160
1612
$69K ﹤0.01%
2,000
+1,800
1613
$68K ﹤0.01%
4,239
+3,739
1614
$68K ﹤0.01%
3,000
1615
$68K ﹤0.01%
4,324
+200
1616
$68K ﹤0.01%
3,111
1617
$68K ﹤0.01%
6,886
+2,400
1618
$67K ﹤0.01%
6,996
1619
$67K ﹤0.01%
2,795
1620
$67K ﹤0.01%
2,634
+1,584
1621
$67K ﹤0.01%
2,232
+3
1622
$67K ﹤0.01%
1,650
1623
$67K ﹤0.01%
+3,500
1624
$67K ﹤0.01%
1,708
+228
1625
$67K ﹤0.01%
963
+900
63 64
65
66 67