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
2176
$27K ﹤0.01%
2,600
-3,900
2177
$27K ﹤0.01%
684
-146
2178
$27K ﹤0.01%
404
+104
2179
$27K ﹤0.01%
1,385
2180
$27K ﹤0.01%
1,085
+5
2181
$27K ﹤0.01%
+1,050
2182
$27K ﹤0.01%
6,370
-184
2183
$27K ﹤0.01%
1,600
-1,350
2184
$27K ﹤0.01%
2,174
-494
2185
$27K ﹤0.01%
1,518
+10
2186
$26K ﹤0.01%
250
2187
$26K ﹤0.01%
725
2188
$26K ﹤0.01%
5,800
+4,382
2189
$26K ﹤0.01%
395
2190
$26K ﹤0.01%
3,282
2191
$26K ﹤0.01%
1,048
-596
2192
$26K ﹤0.01%
2,900
2193
$26K ﹤0.01%
830
2194
$26K ﹤0.01%
500
2195
$26K ﹤0.01%
+249
2196
$26K ﹤0.01%
44
2197
$26K ﹤0.01%
1,537
+444
2198
$26K ﹤0.01%
923
2199
$26K ﹤0.01%
1,023
+800
2200
$26K ﹤0.01%
+400
86 87
88
89 90