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
1726
$55K ﹤0.01%
350
+199
1727
$55K ﹤0.01%
1,359
1728
$55K ﹤0.01%
5,177
1729
$55K ﹤0.01%
2,210
1730
$55K ﹤0.01%
4,910
1731
$55K ﹤0.01%
2,750
-626
1732
$55K ﹤0.01%
559
+13
1733
$55K ﹤0.01%
1,318
1734
$55K ﹤0.01%
2,200
-706
1735
$55K ﹤0.01%
445
1736
$54K ﹤0.01%
1,600
1737
$54K ﹤0.01%
1,737
+751
1738
$54K ﹤0.01%
5,859
+1,059
1739
$54K ﹤0.01%
2,050
1740
$54K ﹤0.01%
473
+50
1741
$54K ﹤0.01%
6,484
+833
1742
$54K ﹤0.01%
14,906
+1,081
1743
$54K ﹤0.01%
1,172
+21
1744
$54K ﹤0.01%
746
+340
1745
$54K ﹤0.01%
1,989
+589
1746
$54K ﹤0.01%
3,937
1747
$54K ﹤0.01%
1,925
1748
$54K ﹤0.01%
1,600
1749
$54K ﹤0.01%
9,346
1750
$53K ﹤0.01%
1,009
-51
68 69
70
71 72