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
2201
$26K ﹤0.01%
662
2202
$26K ﹤0.01%
+2,000
2203
$26K ﹤0.01%
306
2204
$26K ﹤0.01%
875
+475
2205
$26K ﹤0.01%
2,372
+53
2206
$26K ﹤0.01%
10,200
-5,580
2207
$26K ﹤0.01%
12,385
+3,400
2208
$26K ﹤0.01%
800
-1,000
2209
$25K ﹤0.01%
468
-233
2210
$25K ﹤0.01%
2,000
2211
$25K ﹤0.01%
58
2212
$25K ﹤0.01%
212
2213
$25K ﹤0.01%
2,000
-1,041
2214
$25K ﹤0.01%
2,579
+390
2215
$25K ﹤0.01%
+820
2216
$25K ﹤0.01%
779
-300
2217
$25K ﹤0.01%
1,980
2218
$25K ﹤0.01%
3,372
2219
$25K ﹤0.01%
493
2220
$25K ﹤0.01%
1,207
+447
2221
$25K ﹤0.01%
1,049
2222
$25K ﹤0.01%
495
+353
2223
$25K ﹤0.01%
5,000
+1,000
2224
$25K ﹤0.01%
3,450
-14,450
2225
$25K ﹤0.01%
162
+30
87 88
89
90 91