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
2851
$7K ﹤0.01%
25
+16
2852
$7K ﹤0.01%
500
2853
$7K ﹤0.01%
+271
2854
$7K ﹤0.01%
200
2855
$7K ﹤0.01%
+200
2856
$7K ﹤0.01%
219
-185
2857
$7K ﹤0.01%
500
2858
$7K ﹤0.01%
500
-3,500
2859
$7K ﹤0.01%
54
+11
2860
$7K ﹤0.01%
+226
2861
$7K ﹤0.01%
+160
2862
$7K ﹤0.01%
2,900
2863
$7K ﹤0.01%
200
2864
$7K ﹤0.01%
+197
2865
$7K ﹤0.01%
+1,000
2866
$7K ﹤0.01%
+200
2867
$7K ﹤0.01%
1,300
+1,000
2868
$7K ﹤0.01%
1,000
2869
$7K ﹤0.01%
+100
2870
$7K ﹤0.01%
+151
2871
$7K ﹤0.01%
+210
2872
$7K ﹤0.01%
211
2873
$7K ﹤0.01%
100
2874
$7K ﹤0.01%
571
+370
2875
$6K ﹤0.01%
200
-900
113 114
115
116 117