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
1801
$49K ﹤0.01%
1,004
1802
$48K ﹤0.01%
8,100
+7,600
1803
$48K ﹤0.01%
5,400
1804
$48K ﹤0.01%
1,500
1805
$48K ﹤0.01%
2,394
+500
1806
$48K ﹤0.01%
3,200
+2,660
1807
$48K ﹤0.01%
3,780
1808
$48K ﹤0.01%
+1,400
1809
$48K ﹤0.01%
608
1810
$48K ﹤0.01%
5,076
+1,685
1811
$48K ﹤0.01%
629
1812
$48K ﹤0.01%
1,427
+1,027
1813
$48K ﹤0.01%
1,200
1814
$48K ﹤0.01%
1,360
+84
1815
$48K ﹤0.01%
14,470
1816
$48K ﹤0.01%
800
1817
$48K ﹤0.01%
3,000
+2,000
1818
$47K ﹤0.01%
1,314
-210
1819
$47K ﹤0.01%
1,233
+885
1820
$47K ﹤0.01%
1,009
1821
$47K ﹤0.01%
1,000
-379
1822
$47K ﹤0.01%
3,304
+375
1823
$47K ﹤0.01%
540
1824
$47K ﹤0.01%
5,900
+1,830
1825
$47K ﹤0.01%
1,006
71 72
73
74 75