Creative Planning

Creative Planning Portfolio holdings

AUM $131B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.5B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,675
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$137M
3
+$125M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$119M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$98.1M

Top Sells

1
+$73.7M
2
+$49.5M
3
+$18.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$18.1M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$17.8M

Sector Composition

1 Financials 5.08%
2 Technology 4.32%
3 Energy 3.31%
4 Communication Services 2.33%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.71M 0.02%
103,756
-3,344
252
$4.7M 0.02%
85,053
+1,347
253
$4.68M 0.02%
30,329
+82
254
$4.68M 0.02%
98,843
-6,247
255
$4.66M 0.02%
39,570
+2,504
256
$4.61M 0.02%
34,879
+1,182
257
$4.57M 0.02%
42,340
+8,217
258
$4.57M 0.02%
259,509
+138,921
259
$4.51M 0.02%
150,808
+4,953
260
$4.5M 0.02%
76,272
+10,141
261
$4.4M 0.02%
24,682
-156
262
$4.36M 0.02%
168,491
-3,149
263
$4.35M 0.02%
34,872
-27
264
$4.33M 0.02%
308,204
-36,564
265
$4.32M 0.02%
129,209
+107,849
266
$4.3M 0.02%
35,078
+278
267
$4.24M 0.02%
79,553
+2,561
268
$4.24M 0.02%
110,745
-25
269
$4.23M 0.02%
228,580
+40,790
270
$4.2M 0.02%
51,427
-1,941
271
$4.18M 0.02%
66,082
-13,607
272
$4.18M 0.02%
249,393
+3,450
273
$4.15M 0.02%
20,261
+4,250
274
$4.11M 0.02%
85,284
+26,106
275
$4.09M 0.02%
80,645
-6,373
9 10
11
12 13