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
2026
$34K ﹤0.01%
916
+2
2027
$34K ﹤0.01%
855
2028
$34K ﹤0.01%
144
-825
2029
$34K ﹤0.01%
433
-130
2030
$34K ﹤0.01%
1,992
-207
2031
$34K ﹤0.01%
4,010
+2,010
2032
$34K ﹤0.01%
+925
2033
$34K ﹤0.01%
714
+75
2034
$34K ﹤0.01%
1,681
+400
2035
$34K ﹤0.01%
+38
2036
$34K ﹤0.01%
19
-16
2037
$34K ﹤0.01%
2,300
+500
2038
$34K ﹤0.01%
2,400
2039
$34K ﹤0.01%
7,800
2040
$34K ﹤0.01%
864
2041
$34K ﹤0.01%
600
2042
$34K ﹤0.01%
2,000
2043
$34K ﹤0.01%
5,000
-500
2044
$34K ﹤0.01%
2,224
2045
$34K ﹤0.01%
617
+142
2046
$34K ﹤0.01%
1,066
2047
$33K ﹤0.01%
3
-1
2048
$33K ﹤0.01%
468
2049
$33K ﹤0.01%
1,860
2050
$33K ﹤0.01%
549
-276
80 81
82
83 84