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
2276
$22K ﹤0.01%
+1,000
2277
$22K ﹤0.01%
1,000
2278
$22K ﹤0.01%
1,818
-1,902
2279
$22K ﹤0.01%
1
2280
$22K ﹤0.01%
+1,580
2281
$22K ﹤0.01%
755
-1,957
2282
$22K ﹤0.01%
+43
2283
$22K ﹤0.01%
1,210
+100
2284
$22K ﹤0.01%
1,700
2285
$22K ﹤0.01%
2,007
-10,716
2286
$21K ﹤0.01%
593
2287
$21K ﹤0.01%
575
2288
$21K ﹤0.01%
896
-140
2289
$21K ﹤0.01%
856
+483
2290
$21K ﹤0.01%
2,808
2291
$21K ﹤0.01%
190
2292
$21K ﹤0.01%
+609
2293
$21K ﹤0.01%
696
+524
2294
$21K ﹤0.01%
1,664
-2,630
2295
$21K ﹤0.01%
3,300
2296
$21K ﹤0.01%
500
2297
$21K ﹤0.01%
2,000
2298
$21K ﹤0.01%
923
2299
$21K ﹤0.01%
2,339
2300
$21K ﹤0.01%
180
+10
90 91
92
93 94