Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
+$58.2M
2
+$56.1M
3
+$53.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$50.7M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$42.3M

Top Sells

1
+$7.5M
2
+$5.06M
3
+$4.99M
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$4.62M
5
FFIV icon
F5
FFIV
+$2.81M

Sector Composition

1 Energy 7.37%
2 Financials 4.55%
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
2651
$11K ﹤0.01%
312
+196
2652
$11K ﹤0.01%
272
-1,000
2653
$11K ﹤0.01%
43
2654
$11K ﹤0.01%
+500
2655
$11K ﹤0.01%
138
2656
$11K ﹤0.01%
700
2657
$11K ﹤0.01%
1,160
-990
2658
$11K ﹤0.01%
1,000
2659
$11K ﹤0.01%
450
2660
$11K ﹤0.01%
2,000
-12,000
2661
$11K ﹤0.01%
2,034
2662
$11K ﹤0.01%
350
-44
2663
$11K ﹤0.01%
860
2664
$11K ﹤0.01%
649
-290
2665
$11K ﹤0.01%
+675
2666
$11K ﹤0.01%
300
2667
$11K ﹤0.01%
290
+125
2668
$10K ﹤0.01%
136
+20
2669
$10K ﹤0.01%
435
2670
$10K ﹤0.01%
500
2671
$10K ﹤0.01%
+559
2672
$10K ﹤0.01%
229
-1,688
2673
$10K ﹤0.01%
2,772
2674
$10K ﹤0.01%
2,000
2675
$10K ﹤0.01%
60
+4
105 106
107
108 109