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
926
$233K ﹤0.01%
5,333
927
$232K ﹤0.01%
6,940
-702
928
$232K ﹤0.01%
2,423
-211
929
$232K ﹤0.01%
6,700
+6,220
930
$232K ﹤0.01%
11,524
931
$232K ﹤0.01%
3,534
-297
932
$231K ﹤0.01%
2,602
+435
933
$231K ﹤0.01%
8,200
+7,500
934
$231K ﹤0.01%
12,778
+755
935
$231K ﹤0.01%
9,902
936
$228K ﹤0.01%
18,139
-8,099
937
$227K ﹤0.01%
5,753
+2,924
938
$227K ﹤0.01%
+14,000
939
$226K ﹤0.01%
23,094
+1,233
940
$225K ﹤0.01%
783
-45
941
$224K ﹤0.01%
3,582
-380
942
$224K ﹤0.01%
6,522
+20
943
$224K ﹤0.01%
10,240
+10,140
944
$223K ﹤0.01%
41,169
+41,158
945
$223K ﹤0.01%
8,995
+200
946
$223K ﹤0.01%
32,558
+29,758
947
$222K ﹤0.01%
14,157
+1,066
948
$222K ﹤0.01%
4,829
+228
949
$221K ﹤0.01%
8,234
+1,666
950
$219K ﹤0.01%
+9,000
36 37
38
39 40