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
2326
$20K ﹤0.01%
+1,308
2327
$20K ﹤0.01%
1,000
2328
$20K ﹤0.01%
560
2329
$20K ﹤0.01%
+1,700
2330
$20K ﹤0.01%
409
+10
2331
$20K ﹤0.01%
4,200
-52
2332
$20K ﹤0.01%
200
2333
$20K ﹤0.01%
+9
2334
$20K ﹤0.01%
400
2335
$20K ﹤0.01%
530
-354
2336
$20K ﹤0.01%
600
2337
$20K ﹤0.01%
675
+320
2338
$20K ﹤0.01%
+1,000
2339
$20K ﹤0.01%
191
2340
$20K ﹤0.01%
+700
2341
$20K ﹤0.01%
310
2342
$20K ﹤0.01%
600
+100
2343
$20K ﹤0.01%
1,630
2344
$20K ﹤0.01%
1,469
+463
2345
$20K ﹤0.01%
+778
2346
$20K ﹤0.01%
655
+200
2347
$20K ﹤0.01%
1,250
2348
$20K ﹤0.01%
480
+240
2349
$20K ﹤0.01%
577
-520
2350
$20K ﹤0.01%
1,939
+909
92 93
94
95 96