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
2351
$20K ﹤0.01%
2,000
2352
$20K ﹤0.01%
400
2353
$20K ﹤0.01%
269
+66
2354
$19K ﹤0.01%
432
-6,405
2355
$19K ﹤0.01%
2,250
2356
$19K ﹤0.01%
862
2357
$19K ﹤0.01%
800
-625
2358
$19K ﹤0.01%
+1,000
2359
$19K ﹤0.01%
1,380
+500
2360
$19K ﹤0.01%
8,231
+50
2361
$19K ﹤0.01%
+1,000
2362
$19K ﹤0.01%
770
-100
2363
$19K ﹤0.01%
362
-312
2364
$19K ﹤0.01%
280
-820
2365
$19K ﹤0.01%
+1,714
2366
$19K ﹤0.01%
+1,571
2367
$19K ﹤0.01%
675
2368
$19K ﹤0.01%
810
-83
2369
$19K ﹤0.01%
294
+70
2370
$19K ﹤0.01%
275
+100
2371
$19K ﹤0.01%
1,891
2372
$19K ﹤0.01%
2,600
2373
$19K ﹤0.01%
1,000
2374
$19K ﹤0.01%
+600
2375
$19K ﹤0.01%
1,000
-155
93 94
95
96 97