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
1651
$63K ﹤0.01%
1,101
+3
1652
$63K ﹤0.01%
2,695
1653
$62K ﹤0.01%
+500
1654
$62K ﹤0.01%
2,472
+420
1655
$62K ﹤0.01%
+986
1656
$62K ﹤0.01%
1,106
+495
1657
$62K ﹤0.01%
2,227
+599
1658
$62K ﹤0.01%
5,000
-481
1659
$62K ﹤0.01%
2,619
-3,381
1660
$62K ﹤0.01%
2,185
+105
1661
$61K ﹤0.01%
+7,316
1662
$61K ﹤0.01%
2,652
1663
$61K ﹤0.01%
1,442
1664
$61K ﹤0.01%
1,195
-5,497
1665
$61K ﹤0.01%
1,412
+697
1666
$61K ﹤0.01%
1,738
1667
$61K ﹤0.01%
4,325
-1,781
1668
$61K ﹤0.01%
4,085
+2,600
1669
$61K ﹤0.01%
1,000
1670
$61K ﹤0.01%
1,744
1671
$61K ﹤0.01%
2,000
-3,127
1672
$61K ﹤0.01%
3,625
-75
1673
$61K ﹤0.01%
591
1674
$61K ﹤0.01%
1,535
+8
1675
$61K ﹤0.01%
1,018
65 66
67
68 69