Creative Planning Portfolio holdings
AUM
$140B
1-Year Est. Return
18.06%
This Fund
S&P 500
1 Year Est. Return
+18.06%
AUM
$13.8B
AUM Growth
+$985M
(+7.7%)
Holding
4,649
Top Buys
| 1 | +$74.6M | |
| 2 | +$74.2M | |
| 3 | +$66.6M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$56.6M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$56.4M |
Top Sells
| 1 | +$36.5M | |
| 2 | +$12.9M | |
| 3 | +$10.7M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$10.4M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$7.59M |
Sector Composition
| 1 | Energy | 5.61% |
| 2 | Financials | 4.67% |
| 3 | Technology | 3.18% |
| 4 | Healthcare | 2.39% |
| 5 | Communication Services | 2.33% |