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
2876
$6K ﹤0.01%
+140
2877
$6K ﹤0.01%
+260
2878
$6K ﹤0.01%
1,000
2879
$6K ﹤0.01%
100
2880
$6K ﹤0.01%
735
2881
$6K ﹤0.01%
411
2882
$6K ﹤0.01%
+431
2883
$6K ﹤0.01%
1
2884
$6K ﹤0.01%
+220
2885
$6K ﹤0.01%
141
-78
2886
$6K ﹤0.01%
+500
2887
$6K ﹤0.01%
236
2888
$6K ﹤0.01%
893
2889
$6K ﹤0.01%
108
2890
$6K ﹤0.01%
230
2891
$6K ﹤0.01%
1
2892
$6K ﹤0.01%
583
-1,055
2893
$6K ﹤0.01%
298
+280
2894
$6K ﹤0.01%
+50
2895
$6K ﹤0.01%
301
2896
$6K ﹤0.01%
301
+300
2897
$6K ﹤0.01%
+136
2898
$6K ﹤0.01%
139
-25
2899
$6K ﹤0.01%
195
2900
$6K ﹤0.01%
+500
114 115
116
117 118