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
2101
$31K ﹤0.01%
749
+209
2102
$31K ﹤0.01%
2,300
-6,000
2103
$31K ﹤0.01%
2,208
2104
$31K ﹤0.01%
1,000
2105
$30K ﹤0.01%
1,125
+825
2106
$30K ﹤0.01%
4,370
2107
$30K ﹤0.01%
2,218
2108
$30K ﹤0.01%
1,042
2109
$30K ﹤0.01%
37,814
2110
$30K ﹤0.01%
1,200
2111
$30K ﹤0.01%
1
2112
$30K ﹤0.01%
922
+28
2113
$30K ﹤0.01%
434
2114
$30K ﹤0.01%
1,302
+1,215
2115
$30K ﹤0.01%
600
+100
2116
$30K ﹤0.01%
2,027
2117
$30K ﹤0.01%
1,609
+807
2118
$30K ﹤0.01%
488
2119
$30K ﹤0.01%
+894
2120
$29K ﹤0.01%
1,938
2121
$29K ﹤0.01%
592
+24
2122
$29K ﹤0.01%
485
+313
2123
$29K ﹤0.01%
328
+233
2124
$29K ﹤0.01%
2,058
2125
$29K ﹤0.01%
971
83 84
85
86 87