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
2126
$29K ﹤0.01%
940
2127
$29K ﹤0.01%
6,000
+5,689
2128
$29K ﹤0.01%
1,827
+201
2129
$29K ﹤0.01%
14,442
+4,761
2130
$29K ﹤0.01%
1,085
+85
2131
$29K ﹤0.01%
1,700
-4,875
2132
$29K ﹤0.01%
492
2133
$29K ﹤0.01%
708
+147
2134
$29K ﹤0.01%
332
-56
2135
$29K ﹤0.01%
1,216
-56
2136
$29K ﹤0.01%
1,182
2137
$29K ﹤0.01%
547
+300
2138
$29K ﹤0.01%
1,936
-2,014
2139
$29K ﹤0.01%
400
2140
$29K ﹤0.01%
2,400
2141
$28K ﹤0.01%
370
2142
$28K ﹤0.01%
2,056
+121
2143
$28K ﹤0.01%
1,660
+620
2144
$28K ﹤0.01%
706
-912
2145
$28K ﹤0.01%
500
2146
$28K ﹤0.01%
500
2147
$28K ﹤0.01%
175
-17
2148
$28K ﹤0.01%
2,322
2149
$28K ﹤0.01%
2,000
2150
$28K ﹤0.01%
1,100
+100
84 85
86
87 88