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
1676
$61K ﹤0.01%
591
1677
$61K ﹤0.01%
1,535
+8
1678
$61K ﹤0.01%
1,018
1679
$60K ﹤0.01%
676
1680
$60K ﹤0.01%
700
-1,000
1681
$60K ﹤0.01%
1,548
-2,512
1682
$60K ﹤0.01%
1,965
+357
1683
$60K ﹤0.01%
855
1684
$60K ﹤0.01%
+4,000
1685
$60K ﹤0.01%
1,355
+370
1686
$60K ﹤0.01%
791
-6
1687
$60K ﹤0.01%
7,995
+6,982
1688
$60K ﹤0.01%
3,584
1689
$59K ﹤0.01%
1,282
-652
1690
$59K ﹤0.01%
4,177
+169
1691
$59K ﹤0.01%
2,719
+1,126
1692
$59K ﹤0.01%
704
-296
1693
$59K ﹤0.01%
6,240
+2,040
1694
$59K ﹤0.01%
1,000
1695
$59K ﹤0.01%
5,000
+2,000
1696
$58K ﹤0.01%
5,873
-2,500
1697
$58K ﹤0.01%
2,114
1698
$58K ﹤0.01%
1,760
1699
$58K ﹤0.01%
2,300
1700
$58K ﹤0.01%
1,189
+531
66 67
68
69 70