Creative Planning Portfolio holdings
AUM
$117B
1-Year Return
13.67%
This Quarter Return
-0.75%
1 Year Return
+13.67%
3 Year Return
+45.97%
5 Year Return
+68.1%
10 Year Return
+115.56%
AUM
$106B
AUM Growth
+$3.52B
(+3.4%)
Cap. Flow
+$4.99B
Cap. Flow
% of AUM
4.69%
Top 10 Holdings %
Top 10 Hldgs %
45.26%
Holding
3,766
New
210
Increased
2,148
Reduced
969
Closed
340
Top Buys
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$251M |
| 2 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
$91.1M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$61.6M |
| 4 |
Apple
AAPL
|
$26.6M |
| 5 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$22.6M |
Sector Composition
| 1 | Technology | 6.35% |
| 2 | Financials | 3.91% |
| 3 | Consumer Discretionary | 1.87% |
| 4 | Healthcare | 1.85% |
| 5 | Communication Services | 1.49% |
