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
2151
$28K ﹤0.01%
291
+100
2152
$28K ﹤0.01%
24
2153
$28K ﹤0.01%
2,549
2154
$28K ﹤0.01%
920
+630
2155
$28K ﹤0.01%
9,647
-4,355
2156
$28K ﹤0.01%
200
2157
$28K ﹤0.01%
600
-1,200
2158
$28K ﹤0.01%
14,000
2159
$28K ﹤0.01%
3,000
-8,000
2160
$27K ﹤0.01%
1,876
-746
2161
$27K ﹤0.01%
+5
2162
$27K ﹤0.01%
3,055
2163
$27K ﹤0.01%
1,801
-456
2164
$27K ﹤0.01%
+400
2165
$27K ﹤0.01%
2,000
2166
$27K ﹤0.01%
368
2167
$27K ﹤0.01%
808
2168
$27K ﹤0.01%
332
-135
2169
$27K ﹤0.01%
1,100
+500
2170
$27K ﹤0.01%
1,492
2171
$27K ﹤0.01%
3,000
2172
$27K ﹤0.01%
950
+100
2173
$27K ﹤0.01%
2,500
-1,346
2174
$27K ﹤0.01%
2,000
2175
$27K ﹤0.01%
2,491
85 86
87
88 89