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
3251
$2K ﹤0.01%
100
-100
3252
$2K ﹤0.01%
102
3253
$2K ﹤0.01%
60
-280
3254
$2K ﹤0.01%
100
3255
$2K ﹤0.01%
+90
3256
$2K ﹤0.01%
142
3257
$2K ﹤0.01%
+15
3258
$2K ﹤0.01%
99
3259
$2K ﹤0.01%
+56
3260
$2K ﹤0.01%
150
3261
$2K ﹤0.01%
32
-200
3262
$2K ﹤0.01%
7
3263
$2K ﹤0.01%
200
3264
$2K ﹤0.01%
123
3265
$2K ﹤0.01%
+231
3266
$2K ﹤0.01%
2,000
-1,000
3267
$2K ﹤0.01%
45
-185
3268
$2K ﹤0.01%
28
-25
3269
$2K ﹤0.01%
110
3270
$2K ﹤0.01%
+50
3271
$2K ﹤0.01%
1,306
3272
$2K ﹤0.01%
87
3273
$2K ﹤0.01%
+90
3274
$2K ﹤0.01%
+28
3275
$2K ﹤0.01%
1,252
129 130
131
132 133