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
1926
$40K ﹤0.01%
4,844
1927
$40K ﹤0.01%
1,150
+750
1928
$40K ﹤0.01%
556
+35
1929
$40K ﹤0.01%
3,436
+436
1930
$40K ﹤0.01%
670
+265
1931
$40K ﹤0.01%
2,647
1932
$40K ﹤0.01%
3,316
+1,116
1933
$40K ﹤0.01%
1,417
+197
1934
$40K ﹤0.01%
3,525
1935
$40K ﹤0.01%
3,903
-500
1936
$39K ﹤0.01%
1,100
-1,000
1937
$39K ﹤0.01%
2,500
+500
1938
$39K ﹤0.01%
+430
1939
$39K ﹤0.01%
+1,024
1940
$39K ﹤0.01%
230
+5
1941
$39K ﹤0.01%
3,965
+2,937
1942
$39K ﹤0.01%
3,206
-951
1943
$39K ﹤0.01%
1,282
1944
$39K ﹤0.01%
864
+1
1945
$39K ﹤0.01%
996
-51
1946
$39K ﹤0.01%
2,407
-529
1947
$39K ﹤0.01%
186
-65
1948
$39K ﹤0.01%
4,489
+2,527
1949
$39K ﹤0.01%
3,400
+1,100
1950
$39K ﹤0.01%
1,765
+25
76 77
78
79 80