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
901
$245K ﹤0.01%
4,276
902
$245K ﹤0.01%
5,685
-442
903
$244K ﹤0.01%
9,095
904
$243K ﹤0.01%
6,067
-400
905
$243K ﹤0.01%
6,198
-178
906
$242K ﹤0.01%
3,541
+1,871
907
$242K ﹤0.01%
4,976
+426
908
$241K ﹤0.01%
3,101
+445
909
$241K ﹤0.01%
+13,510
910
$240K ﹤0.01%
10,324
+749
911
$240K ﹤0.01%
17,672
+14,235
912
$239K ﹤0.01%
4,553
-1,328
913
$239K ﹤0.01%
9,108
+9
914
$239K ﹤0.01%
3,400
+3,200
915
$239K ﹤0.01%
3,687
916
$238K ﹤0.01%
2,931
-225
917
$237K ﹤0.01%
8,584
+2,232
918
$236K ﹤0.01%
+9,000
919
$236K ﹤0.01%
3,592
-340
920
$236K ﹤0.01%
2,024
+1,544
921
$236K ﹤0.01%
5,724
+741
922
$235K ﹤0.01%
3,417
+101
923
$235K ﹤0.01%
6,639
-2,500
924
$234K ﹤0.01%
5,615
+2,885
925
$234K ﹤0.01%
9,146
+6,521
35 36
37
38 39