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
876
$257K ﹤0.01%
34,984
+4,255
877
$257K ﹤0.01%
65,978
-37,656
878
$256K ﹤0.01%
7,240
-487
879
$256K ﹤0.01%
8,422
880
$255K ﹤0.01%
5,292
-748
881
$255K ﹤0.01%
28,030
+25,530
882
$255K ﹤0.01%
5,284
-6,970
883
$254K ﹤0.01%
20,211
+621
884
$254K ﹤0.01%
5,868
+248
885
$254K ﹤0.01%
12,782
+408
886
$254K ﹤0.01%
8,183
+5,549
887
$253K ﹤0.01%
9,684
+2,342
888
$253K ﹤0.01%
12,738
+7,330
889
$252K ﹤0.01%
2,085
+32
890
$252K ﹤0.01%
2,988
-215
891
$252K ﹤0.01%
1,584
-456
892
$252K ﹤0.01%
10,343
+10,314
893
$251K ﹤0.01%
2,336
+105
894
$251K ﹤0.01%
10,971
-1,226
895
$251K ﹤0.01%
10,008
-907
896
$250K ﹤0.01%
22,549
-3,584
897
$249K ﹤0.01%
8,811
+45
898
$247K ﹤0.01%
25,030
899
$246K ﹤0.01%
7,087
-7,320
900
$245K ﹤0.01%
4,150
+3,550
34 35
36
37 38