Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
2726
$9K ﹤0.01%
257
2727
$9K ﹤0.01%
518
2728
$9K ﹤0.01%
696
2729
$9K ﹤0.01%
316
2730
$9K ﹤0.01%
+32
2731
$9K ﹤0.01%
300
2732
$9K ﹤0.01%
+335
2733
$9K ﹤0.01%
200
2734
$9K ﹤0.01%
668
+268
2735
$9K ﹤0.01%
600
2736
$9K ﹤0.01%
121
+75
2737
$9K ﹤0.01%
550
2738
$9K ﹤0.01%
607
2739
$9K ﹤0.01%
+318
2740
$9K ﹤0.01%
110
2741
$9K ﹤0.01%
213
2742
$9K ﹤0.01%
300
2743
$9K ﹤0.01%
702
-867
2744
$9K ﹤0.01%
7,666
2745
$9K ﹤0.01%
+250
2746
$9K ﹤0.01%
200
2747
$9K ﹤0.01%
667
-300
2748
$9K ﹤0.01%
280
2749
$9K ﹤0.01%
180
2750
$9K ﹤0.01%
805
+5