Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
2251
$23K ﹤0.01%
900
2252
$23K ﹤0.01%
1,164
+1,128
2253
$23K ﹤0.01%
4,968
+1,160
2254
$23K ﹤0.01%
982
-714
2255
$23K ﹤0.01%
+1,100
2256
$23K ﹤0.01%
1,048
-100
2257
$23K ﹤0.01%
280
2258
$23K ﹤0.01%
550
-300
2259
$23K ﹤0.01%
1,146
+139
2260
$23K ﹤0.01%
1,950
2261
$22K ﹤0.01%
50
2262
$22K ﹤0.01%
725
-97
2263
$22K ﹤0.01%
4,000
+2,000
2264
$22K ﹤0.01%
+753
2265
$22K ﹤0.01%
297
2266
$22K ﹤0.01%
2,751
+2,551
2267
$22K ﹤0.01%
625
2268
$22K ﹤0.01%
+1,000
2269
$22K ﹤0.01%
1,210
+100
2270
$22K ﹤0.01%
1,700
2271
$22K ﹤0.01%
2,007
-10,716
2272
$22K ﹤0.01%
4,300
2273
$22K ﹤0.01%
560
2274
$22K ﹤0.01%
+1,320
2275
$22K ﹤0.01%
4,300
-4,765
89 90
91
92 93