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
2451
$16K ﹤0.01%
+1,100
2452
$16K ﹤0.01%
+110
2453
$16K ﹤0.01%
+855
2454
$16K ﹤0.01%
4,200
+100
2455
$16K ﹤0.01%
257
2456
$16K ﹤0.01%
1,671
+129
2457
$16K ﹤0.01%
917
-100
2458
$16K ﹤0.01%
125
2459
$16K ﹤0.01%
354
2460
$16K ﹤0.01%
1,200
+200
2461
$16K ﹤0.01%
280
2462
$16K ﹤0.01%
560
2463
$16K ﹤0.01%
467
2464
$16K ﹤0.01%
400
+300
2465
$16K ﹤0.01%
3
+2
2466
$16K ﹤0.01%
214
2467
$16K ﹤0.01%
1,200
+400
2468
$16K ﹤0.01%
300
2469
$16K ﹤0.01%
50
2470
$16K ﹤0.01%
296
-4,570
2471
$16K ﹤0.01%
+800
2472
$16K ﹤0.01%
762
2473
$16K ﹤0.01%
337
+97
2474
$16K ﹤0.01%
222
2475
$16K ﹤0.01%
154
+113
97 98
99
100 101