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
1876
$44K ﹤0.01%
3,660
1877
$44K ﹤0.01%
1,823
+50
1878
$43K ﹤0.01%
631
-215
1879
$43K ﹤0.01%
1,058
+803
1880
$43K ﹤0.01%
1,500
1881
$43K ﹤0.01%
1,314
1882
$43K ﹤0.01%
709
1883
$43K ﹤0.01%
914
1884
$43K ﹤0.01%
1,000
1885
$43K ﹤0.01%
2,773
+577
1886
$43K ﹤0.01%
5,116
-2,000
1887
$43K ﹤0.01%
1,550
+300
1888
$43K ﹤0.01%
651
1889
$42K ﹤0.01%
2,500
+500
1890
$42K ﹤0.01%
867
-18
1891
$42K ﹤0.01%
1,000
-10
1892
$42K ﹤0.01%
1,078
1893
$42K ﹤0.01%
1,287
+189
1894
$42K ﹤0.01%
1,972
-1,613
1895
$42K ﹤0.01%
586
+560
1896
$42K ﹤0.01%
428
1897
$42K ﹤0.01%
+700
1898
$42K ﹤0.01%
2,200
1899
$42K ﹤0.01%
1,557
+101
1900
$42K ﹤0.01%
2,405
74 75
76
77 78