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
2376
$19K ﹤0.01%
1,500
2377
$19K ﹤0.01%
744
+180
2378
$19K ﹤0.01%
307
+20
2379
$19K ﹤0.01%
400
+200
2380
$19K ﹤0.01%
154
+14
2381
$19K ﹤0.01%
+700
2382
$19K ﹤0.01%
2,590
+900
2383
$19K ﹤0.01%
1,000
2384
$18K ﹤0.01%
1,202
+800
2385
$18K ﹤0.01%
400
2386
$18K ﹤0.01%
770
+570
2387
$18K ﹤0.01%
670
+2
2388
$18K ﹤0.01%
2,000
-1,215
2389
$18K ﹤0.01%
294
2390
$18K ﹤0.01%
620
2391
$18K ﹤0.01%
208
2392
$18K ﹤0.01%
500
2393
$18K ﹤0.01%
264
2394
$18K ﹤0.01%
980
-2,881
2395
$18K ﹤0.01%
1,400
2396
$18K ﹤0.01%
+1,035
2397
$18K ﹤0.01%
1,077
+181
2398
$18K ﹤0.01%
350
+150
2399
$18K ﹤0.01%
250
+200
2400
$18K ﹤0.01%
650