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
2951
$5K ﹤0.01%
756
2952
$5K ﹤0.01%
500
2953
$5K ﹤0.01%
210
2954
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92
2955
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273
2956
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350
-2,256
2957
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171
2958
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+420
2959
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180
2960
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208
2961
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208
+200
2962
$5K ﹤0.01%
500
2963
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74
2964
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+175
2965
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247
+47
2966
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250
-583
2967
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+386
2968
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+500
2969
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1,500
+500
2970
$5K ﹤0.01%
+200
2971
$5K ﹤0.01%
+344
2972
$5K ﹤0.01%
+200
2973
$5K ﹤0.01%
300
+1
2974
$5K ﹤0.01%
+306
2975
$5K ﹤0.01%
153