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
3026
$5K ﹤0.01%
+150
3027
$5K ﹤0.01%
+200
3028
$5K ﹤0.01%
248
3029
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200
3030
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750
3031
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400
+100
3032
$5K ﹤0.01%
1,171
-600
3033
$4K ﹤0.01%
+100
3034
$4K ﹤0.01%
190
+100
3035
$4K ﹤0.01%
800
3036
$4K ﹤0.01%
200
3037
$4K ﹤0.01%
276
3038
$4K ﹤0.01%
200
3039
$4K ﹤0.01%
+395
3040
$4K ﹤0.01%
+900
3041
$4K ﹤0.01%
4
-375
3042
$4K ﹤0.01%
200
3043
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153
3044
$4K ﹤0.01%
600
3045
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400
3046
$4K ﹤0.01%
712
3047
$4K ﹤0.01%
764
+315
3048
$4K ﹤0.01%
+248
3049
$4K ﹤0.01%
432
3050
$4K ﹤0.01%
60