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
1701
$58K ﹤0.01%
1,171
1702
$58K ﹤0.01%
1,822
-1,000
1703
$58K ﹤0.01%
3,125
-1,384
1704
$58K ﹤0.01%
17,225
1705
$58K ﹤0.01%
1,832
1706
$57K ﹤0.01%
1,920
+1,800
1707
$57K ﹤0.01%
4,746
1708
$57K ﹤0.01%
1,103
+927
1709
$57K ﹤0.01%
5,800
1710
$57K ﹤0.01%
4,225
+2,000
1711
$57K ﹤0.01%
3,952
+492
1712
$57K ﹤0.01%
+5,200
1713
$57K ﹤0.01%
2,649
-3,021
1714
$56K ﹤0.01%
1,596
1715
$56K ﹤0.01%
790
+240
1716
$56K ﹤0.01%
2,188
+1,497
1717
$56K ﹤0.01%
5,800
1718
$56K ﹤0.01%
5,000
-300
1719
$56K ﹤0.01%
1,900
1720
$56K ﹤0.01%
1,000
1721
$56K ﹤0.01%
668
-220
1722
$56K ﹤0.01%
1,052
+200
1723
$56K ﹤0.01%
300
-15
1724
$55K ﹤0.01%
2,145
+1,382
1725
$55K ﹤0.01%
4,598
67 68
69
70 71