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
3001
$5K ﹤0.01%
+400
3002
$5K ﹤0.01%
305
3003
$5K ﹤0.01%
+65
3004
$5K ﹤0.01%
288
3005
$5K ﹤0.01%
400
3006
$5K ﹤0.01%
1,000
3007
$5K ﹤0.01%
+493
3008
$5K ﹤0.01%
+453
3009
$5K ﹤0.01%
200
+100
3010
$5K ﹤0.01%
248
3011
$5K ﹤0.01%
197
+143
3012
$5K ﹤0.01%
230
3013
$5K ﹤0.01%
1,163
+163
3014
$5K ﹤0.01%
150
3015
$5K ﹤0.01%
187
3016
$5K ﹤0.01%
350
3017
$5K ﹤0.01%
+200
3018
$5K ﹤0.01%
300
3019
$5K ﹤0.01%
200
3020
$5K ﹤0.01%
400
3021
$5K ﹤0.01%
109
3022
$5K ﹤0.01%
750
3023
$5K ﹤0.01%
400
+100
3024
$5K ﹤0.01%
+150
3025
$5K ﹤0.01%
+200