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
2076
$32K ﹤0.01%
+850
2077
$32K ﹤0.01%
3,269
2078
$32K ﹤0.01%
385
+185
2079
$32K ﹤0.01%
1,489
+475
2080
$32K ﹤0.01%
3,028
2081
$32K ﹤0.01%
2,780
+1,280
2082
$32K ﹤0.01%
273
-378
2083
$32K ﹤0.01%
76
+33
2084
$32K ﹤0.01%
1,000
2085
$32K ﹤0.01%
2,500
2086
$32K ﹤0.01%
675
2087
$31K ﹤0.01%
743
-2,916
2088
$31K ﹤0.01%
1,060
2089
$31K ﹤0.01%
815
2090
$31K ﹤0.01%
1,334
2091
$31K ﹤0.01%
7,600
2092
$31K ﹤0.01%
2,400
2093
$31K ﹤0.01%
1,297
-10,533
2094
$31K ﹤0.01%
1,530
2095
$31K ﹤0.01%
632
2096
$31K ﹤0.01%
5,764
2097
$31K ﹤0.01%
433
2098
$31K ﹤0.01%
353
-107
2099
$31K ﹤0.01%
1,040
2100
$31K ﹤0.01%
2,500
+833
82 83
84
85 86