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
1976
$37K ﹤0.01%
1,226
-584
1977
$37K ﹤0.01%
600
1978
$36K ﹤0.01%
1,230
1979
$36K ﹤0.01%
1,507
1980
$36K ﹤0.01%
808
1981
$36K ﹤0.01%
2,900
1982
$36K ﹤0.01%
914
+428
1983
$36K ﹤0.01%
819
1984
$36K ﹤0.01%
562
+62
1985
$36K ﹤0.01%
2,392
1986
$36K ﹤0.01%
1,742
1987
$36K ﹤0.01%
6,400
1988
$36K ﹤0.01%
1,500
+200
1989
$36K ﹤0.01%
4,690
1990
$36K ﹤0.01%
6,718
1991
$36K ﹤0.01%
2,091
1992
$36K ﹤0.01%
755
1993
$36K ﹤0.01%
660
1994
$36K ﹤0.01%
800
-427
1995
$36K ﹤0.01%
894
+250
1996
$36K ﹤0.01%
825
+225
1997
$36K ﹤0.01%
1,040
-155
1998
$36K ﹤0.01%
710
1999
$36K ﹤0.01%
4,266
+86
2000
$36K ﹤0.01%
565
-100
78 79
80
81 82