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
1951
$39K ﹤0.01%
850
1952
$38K ﹤0.01%
900
+500
1953
$38K ﹤0.01%
400
1954
$38K ﹤0.01%
624
1955
$38K ﹤0.01%
5,774
1956
$38K ﹤0.01%
1,213
+1
1957
$38K ﹤0.01%
860
+800
1958
$38K ﹤0.01%
1,760
1959
$38K ﹤0.01%
1,764
+800
1960
$38K ﹤0.01%
1,108
1961
$38K ﹤0.01%
2,535
-670
1962
$38K ﹤0.01%
4,137
-7,028
1963
$38K ﹤0.01%
+6,500
1964
$38K ﹤0.01%
361
+17
1965
$37K ﹤0.01%
1,000
1966
$37K ﹤0.01%
547
1967
$37K ﹤0.01%
+240
1968
$37K ﹤0.01%
1,872
1969
$37K ﹤0.01%
1,716
-203
1970
$37K ﹤0.01%
1,230
+47
1971
$37K ﹤0.01%
499
+113
1972
$37K ﹤0.01%
1,842
+13
1973
$37K ﹤0.01%
600
+300
1974
$37K ﹤0.01%
400
1975
$37K ﹤0.01%
1,400
+700
77 78
79
80 81