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
2401
$18K ﹤0.01%
+1,561
2402
$18K ﹤0.01%
324
2403
$18K ﹤0.01%
1,300
2404
$18K ﹤0.01%
400
2405
$18K ﹤0.01%
473
-804
2406
$18K ﹤0.01%
668
2407
$18K ﹤0.01%
968
2408
$18K ﹤0.01%
705
+605
2409
$18K ﹤0.01%
970
-2,006
2410
$18K ﹤0.01%
2,463
+888
2411
$18K ﹤0.01%
550
2412
$18K ﹤0.01%
2,400
2413
$18K ﹤0.01%
1,000
-6,000
2414
$18K ﹤0.01%
262
2415
$18K ﹤0.01%
305
+105
2416
$18K ﹤0.01%
+600
2417
$18K ﹤0.01%
208
2418
$18K ﹤0.01%
984
2419
$17K ﹤0.01%
959
-265
2420
$17K ﹤0.01%
1,000
2421
$17K ﹤0.01%
1,500
2422
$17K ﹤0.01%
1,000
+700
2423
$17K ﹤0.01%
775
2424
$17K ﹤0.01%
500
-5
2425
$17K ﹤0.01%
3,000
+2,000
95 96
97
98 99