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
2301
$21K ﹤0.01%
923
2302
$21K ﹤0.01%
2,339
2303
$21K ﹤0.01%
180
+10
2304
$21K ﹤0.01%
905
-100
2305
$21K ﹤0.01%
232
+10
2306
$21K ﹤0.01%
996
2307
$21K ﹤0.01%
+2,000
2308
$21K ﹤0.01%
2,325
-202
2309
$21K ﹤0.01%
404
-422
2310
$21K ﹤0.01%
2,310
-2,000
2311
$21K ﹤0.01%
1,111
2312
$21K ﹤0.01%
2,645
-1,068
2313
$21K ﹤0.01%
281
-74
2314
$21K ﹤0.01%
1,695
2315
$21K ﹤0.01%
2,853
+15
2316
$21K ﹤0.01%
33,000
-100
2317
$21K ﹤0.01%
5,011
-39,551
2318
$21K ﹤0.01%
300
2319
$21K ﹤0.01%
355
-420
2320
$21K ﹤0.01%
873
-52
2321
$20K ﹤0.01%
10,000
2322
$20K ﹤0.01%
+400
2323
$20K ﹤0.01%
+400
2324
$20K ﹤0.01%
900
2325
$20K ﹤0.01%
2,140
+800
91 92
93
94 95