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
2226
$25K ﹤0.01%
897
2227
$24K ﹤0.01%
5,878
+4,091
2228
$24K ﹤0.01%
1,514
-520
2229
$24K ﹤0.01%
229
2230
$24K ﹤0.01%
1,674
-3,495
2231
$24K ﹤0.01%
5,520
-4,480
2232
$24K ﹤0.01%
1,375
-109
2233
$24K ﹤0.01%
1,225
2234
$24K ﹤0.01%
2,500
-400
2235
$24K ﹤0.01%
1,823
2236
$24K ﹤0.01%
500
2237
$24K ﹤0.01%
693
+133
2238
$24K ﹤0.01%
2,210
2239
$24K ﹤0.01%
2,154
+665
2240
$24K ﹤0.01%
2
+1
2241
$24K ﹤0.01%
764
+3
2242
$24K ﹤0.01%
437
2243
$23K ﹤0.01%
868
+110
2244
$23K ﹤0.01%
1,164
+1,128
2245
$23K ﹤0.01%
506
+96
2246
$23K ﹤0.01%
4,968
+1,160
2247
$23K ﹤0.01%
982
-714
2248
$23K ﹤0.01%
+1,100
2249
$23K ﹤0.01%
1,048
-100
2250
$23K ﹤0.01%
+517
88 89
90
91 92