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
976
$209K ﹤0.01%
67,392
+23,040
977
$208K ﹤0.01%
160
978
$207K ﹤0.01%
4,811
-1,250
979
$207K ﹤0.01%
5,000
980
$206K ﹤0.01%
3,043
-1,975
981
$206K ﹤0.01%
2,340
+1,770
982
$206K ﹤0.01%
8,802
-210
983
$205K ﹤0.01%
7,408
+1,000
984
$205K ﹤0.01%
9,185
+5,200
985
$204K ﹤0.01%
5,800
+186
986
$204K ﹤0.01%
4,462
+1,230
987
$204K ﹤0.01%
3,413
+369
988
$204K ﹤0.01%
13,640
+1,960
989
$202K ﹤0.01%
3,932
+24
990
$202K ﹤0.01%
41,434
+631
991
$202K ﹤0.01%
8,681
+2,946
992
$202K ﹤0.01%
8,505
+7,005
993
$201K ﹤0.01%
+1,298
994
$201K ﹤0.01%
3,600
+1,200
995
$200K ﹤0.01%
1,132
-49
996
$200K ﹤0.01%
15,150
997
$200K ﹤0.01%
162
998
$200K ﹤0.01%
3,199
-1,170
999
$200K ﹤0.01%
13,635
+7,310
1000
$199K ﹤0.01%
3,775
38 39
40
41 42