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
1826
$47K ﹤0.01%
1,200
+950
1827
$47K ﹤0.01%
3,682
1828
$47K ﹤0.01%
2,200
-94
1829
$47K ﹤0.01%
1,833
+575
1830
$47K ﹤0.01%
1,006
1831
$47K ﹤0.01%
878
-162
1832
$47K ﹤0.01%
3,600
-250
1833
$47K ﹤0.01%
4,987
1834
$46K ﹤0.01%
707
+437
1835
$46K ﹤0.01%
2,569
1836
$46K ﹤0.01%
4,896
1837
$46K ﹤0.01%
909
-500
1838
$46K ﹤0.01%
1,174
+34
1839
$46K ﹤0.01%
2,674
-1,133
1840
$46K ﹤0.01%
453
1841
$46K ﹤0.01%
1,337
-94
1842
$46K ﹤0.01%
1,047
+700
1843
$46K ﹤0.01%
713
-292
1844
$46K ﹤0.01%
1,040
+8
1845
$46K ﹤0.01%
1,705
+50
1846
$46K ﹤0.01%
1,737
1847
$45K ﹤0.01%
3,928
-600
1848
$45K ﹤0.01%
1,059
+500
1849
$45K ﹤0.01%
1,063
1850
$45K ﹤0.01%
3,656
-1,690
72 73
74
75 76