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
1751
$53K ﹤0.01%
1,510
1752
$53K ﹤0.01%
2,800
-400
1753
$53K ﹤0.01%
2,150
+950
1754
$53K ﹤0.01%
6,125
-2,300
1755
$53K ﹤0.01%
1,350
1756
$53K ﹤0.01%
2,093
1757
$53K ﹤0.01%
3,132
-787
1758
$53K ﹤0.01%
2,055
+426
1759
$53K ﹤0.01%
3,065
-330
1760
$53K ﹤0.01%
7,085
+5,585
1761
$53K ﹤0.01%
1,953
1762
$52K ﹤0.01%
2,355
-983
1763
$52K ﹤0.01%
4,263
+600
1764
$52K ﹤0.01%
1,000
1765
$52K ﹤0.01%
1,125
1766
$52K ﹤0.01%
300
1767
$52K ﹤0.01%
1,006
-66
1768
$52K ﹤0.01%
+1,100
1769
$52K ﹤0.01%
907
1770
$52K ﹤0.01%
147
+1
1771
$52K ﹤0.01%
5,228
+825
1772
$52K ﹤0.01%
14,061
+500
1773
$51K ﹤0.01%
1,397
+654
1774
$51K ﹤0.01%
5,600
1775
$51K ﹤0.01%
4,633
+2,520
69 70
71
72 73