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
651
$463K 0.01%
16,873
-245
652
$462K 0.01%
5,443
+1,186
653
$461K 0.01%
26,549
-11,068
654
$461K 0.01%
3,413
-33
655
$461K 0.01%
9,043
-2,547
656
$460K 0.01%
3,935
-221
657
$459K 0.01%
19,974
+4,782
658
$459K 0.01%
5,074
+631
659
$459K 0.01%
28,001
-118
660
$458K 0.01%
4,013
661
$458K 0.01%
10,062
+10,022
662
$458K 0.01%
9,091
+5,296
663
$457K 0.01%
19,352
+11,188
664
$456K 0.01%
8,063
+730
665
$456K 0.01%
3,757
+962
666
$455K 0.01%
4,287
-1,578
667
$454K 0.01%
25,788
+3,075
668
$452K 0.01%
1,789
-91
669
$451K 0.01%
3,919
+1,289
670
$448K 0.01%
4,114
+1,075
671
$445K 0.01%
31,241
+464
672
$445K 0.01%
5,608
673
$445K 0.01%
12,724
-2,524
674
$442K 0.01%
2,035
-68
675
$442K 0.01%
1,085
+547
25 26
27
28 29