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
551
$588K 0.01%
6,300
+2,795
552
$587K 0.01%
11,532
+580
553
$587K 0.01%
2,780
+89
554
$586K 0.01%
57,754
555
$585K 0.01%
6,388
+1,687
556
$582K 0.01%
10,762
+6,039
557
$581K 0.01%
8,022
+1,879
558
$581K 0.01%
9,239
-3,048
559
$579K 0.01%
13,520
-681
560
$579K 0.01%
3,183
+13
561
$579K 0.01%
29,355
-19,969
562
$576K 0.01%
21,855
+3,217
563
$575K 0.01%
10,319
-1,860
564
$575K 0.01%
21,400
+3,572
565
$574K 0.01%
7,354
+1,794
566
$573K 0.01%
9,278
+882
567
$570K 0.01%
11,309
-124
568
$569K 0.01%
8,128
+498
569
$568K 0.01%
77,407
+2,747
570
$568K 0.01%
8,840
+30
571
$568K 0.01%
1,913
+1,863
572
$561K 0.01%
+18,000
573
$561K 0.01%
39,740
+30,795
574
$560K 0.01%
11,485
+3,380
575
$556K 0.01%
5,722
-244
21 22
23
24 25