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
1651
$63K ﹤0.01%
2,811
1652
$63K ﹤0.01%
4,550
1653
$63K ﹤0.01%
1,101
+3
1654
$63K ﹤0.01%
2,695
1655
$62K ﹤0.01%
+500
1656
$62K ﹤0.01%
2,472
+420
1657
$62K ﹤0.01%
+986
1658
$62K ﹤0.01%
1,106
+495
1659
$62K ﹤0.01%
2,227
+599
1660
$62K ﹤0.01%
5,000
-481
1661
$62K ﹤0.01%
2,619
-3,381
1662
$62K ﹤0.01%
2,185
+105
1663
$61K ﹤0.01%
+7,316
1664
$61K ﹤0.01%
2,652
1665
$61K ﹤0.01%
1,442
1666
$61K ﹤0.01%
1,195
-5,497
1667
$61K ﹤0.01%
1,412
+697
1668
$61K ﹤0.01%
1,738
1669
$61K ﹤0.01%
4,325
-1,781
1670
$61K ﹤0.01%
4,085
+2,600
1671
$61K ﹤0.01%
1,000
1672
$61K ﹤0.01%
1,744
1673
$61K ﹤0.01%
1,385
1674
$61K ﹤0.01%
2,000
-3,127
1675
$61K ﹤0.01%
3,625
-75
65 66
67
68 69