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
1626
$67K ﹤0.01%
2,000
-100
1627
$66K ﹤0.01%
916
-1,149
1628
$66K ﹤0.01%
1,450
+50
1629
$66K ﹤0.01%
806
1630
$66K ﹤0.01%
12,576
1631
$66K ﹤0.01%
1,935
-300
1632
$66K ﹤0.01%
3,836
-1,344
1633
$65K ﹤0.01%
1,386
+106
1634
$65K ﹤0.01%
1,375
+299
1635
$65K ﹤0.01%
6,494
1636
$65K ﹤0.01%
3,429
+429
1637
$65K ﹤0.01%
12,866
+11,016
1638
$65K ﹤0.01%
1,925
1639
$65K ﹤0.01%
+864
1640
$65K ﹤0.01%
1,000
1641
$65K ﹤0.01%
18,800
1642
$65K ﹤0.01%
7,900
-4,320
1643
$64K ﹤0.01%
661
+84
1644
$64K ﹤0.01%
+5,779
1645
$64K ﹤0.01%
1,609
1646
$64K ﹤0.01%
2,096
1647
$64K ﹤0.01%
1,107
+517
1648
$63K ﹤0.01%
1,395
+306
1649
$63K ﹤0.01%
2,000
+800
1650
$63K ﹤0.01%
672
-120
64 65
66
67 68