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
2051
$33K ﹤0.01%
1,650
-6,270
2052
$33K ﹤0.01%
500
2053
$33K ﹤0.01%
2,650
2054
$33K ﹤0.01%
1,367
+897
2055
$33K ﹤0.01%
2,290
+19
2056
$33K ﹤0.01%
1,000
-700
2057
$33K ﹤0.01%
2,669
+23
2058
$33K ﹤0.01%
4,576
2059
$33K ﹤0.01%
+3,000
2060
$33K ﹤0.01%
2,519
2061
$33K ﹤0.01%
1,054
-178
2062
$33K ﹤0.01%
337
+14
2063
$33K ﹤0.01%
2,534
+20
2064
$33K ﹤0.01%
13,416
2065
$33K ﹤0.01%
1,816
+1,185
2066
$32K ﹤0.01%
2,300
2067
$32K ﹤0.01%
+654
2068
$32K ﹤0.01%
476
2069
$32K ﹤0.01%
6,800
-2,800
2070
$32K ﹤0.01%
1,058
2071
$32K ﹤0.01%
1,062
-115
2072
$32K ﹤0.01%
1,070
+7
2073
$32K ﹤0.01%
1,022
+309
2074
$32K ﹤0.01%
350
2075
$32K ﹤0.01%
1,092
-967
81 82
83
84 85