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
2376
$19K ﹤0.01%
307
+20
2377
$19K ﹤0.01%
400
+200
2378
$19K ﹤0.01%
154
+14
2379
$19K ﹤0.01%
+700
2380
$19K ﹤0.01%
2,590
+900
2381
$19K ﹤0.01%
1,000
2382
$18K ﹤0.01%
1,202
+800
2383
$18K ﹤0.01%
264
2384
$18K ﹤0.01%
+1,561
2385
$18K ﹤0.01%
324
2386
$18K ﹤0.01%
400
2387
$18K ﹤0.01%
473
-804
2388
$18K ﹤0.01%
668
2389
$18K ﹤0.01%
968
2390
$18K ﹤0.01%
705
+605
2391
$18K ﹤0.01%
2,400
2392
$18K ﹤0.01%
1,000
-6,000
2393
$18K ﹤0.01%
262
2394
$18K ﹤0.01%
+600
2395
$18K ﹤0.01%
400
2396
$18K ﹤0.01%
770
+570
2397
$18K ﹤0.01%
670
+2
2398
$18K ﹤0.01%
2,000
-1,215
2399
$18K ﹤0.01%
294
2400
$18K ﹤0.01%
620
94 95
96
97 98