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
1826
$47K ﹤0.01%
878
-162
1827
$47K ﹤0.01%
642
-166
1828
$47K ﹤0.01%
5,120
1829
$47K ﹤0.01%
750
+350
1830
$47K ﹤0.01%
1,200
+950
1831
$47K ﹤0.01%
3,682
1832
$47K ﹤0.01%
2,200
-94
1833
$47K ﹤0.01%
3,600
-250
1834
$47K ﹤0.01%
4,987
1835
$47K ﹤0.01%
1,833
+575
1836
$46K ﹤0.01%
2,569
1837
$46K ﹤0.01%
4,896
1838
$46K ﹤0.01%
909
-500
1839
$46K ﹤0.01%
1,174
+34
1840
$46K ﹤0.01%
2,674
-1,133
1841
$46K ﹤0.01%
453
1842
$46K ﹤0.01%
707
+437
1843
$46K ﹤0.01%
1,337
-94
1844
$46K ﹤0.01%
1,047
+700
1845
$46K ﹤0.01%
713
-292
1846
$46K ﹤0.01%
1,040
+8
1847
$46K ﹤0.01%
1,705
+50
1848
$46K ﹤0.01%
1,737
1849
$45K ﹤0.01%
3,928
-600
1850
$45K ﹤0.01%
10,838
-336
72 73
74
75 76