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
2251
$23K ﹤0.01%
895
2252
$23K ﹤0.01%
280
2253
$23K ﹤0.01%
550
-300
2254
$23K ﹤0.01%
1,146
+139
2255
$23K ﹤0.01%
1,950
2256
$23K ﹤0.01%
+410
2257
$23K ﹤0.01%
538
2258
$23K ﹤0.01%
535
2259
$23K ﹤0.01%
647
2260
$23K ﹤0.01%
+796
2261
$23K ﹤0.01%
833
2262
$23K ﹤0.01%
900
2263
$22K ﹤0.01%
1,818
-1,902
2264
$22K ﹤0.01%
1
2265
$22K ﹤0.01%
+1,580
2266
$22K ﹤0.01%
755
-1,957
2267
$22K ﹤0.01%
+43
2268
$22K ﹤0.01%
50
2269
$22K ﹤0.01%
725
-97
2270
$22K ﹤0.01%
4,000
+2,000
2271
$22K ﹤0.01%
+753
2272
$22K ﹤0.01%
1,210
+100
2273
$22K ﹤0.01%
1,700
2274
$22K ﹤0.01%
2,007
-10,716
2275
$22K ﹤0.01%
4,300
89 90
91
92 93