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
276
$4.07M 0.02%
144,806
-5,508
277
$4.04M 0.02%
26,614
-5,275
278
$4.03M 0.02%
108,530
+1,006
279
$4.03M 0.02%
104,266
+1,139
280
$4.03M 0.02%
20,194
+744
281
$3.99M 0.02%
17,675
+1,345
282
$3.98M 0.02%
335,472
+108,144
283
$3.96M 0.02%
28,988
+2,195
284
$3.92M 0.02%
26,263
+2,104
285
$3.91M 0.02%
286,804
-187
286
$3.87M 0.02%
74,721
+773
287
$3.87M 0.02%
20,428
+3,433
288
$3.86M 0.02%
44,719
-7,453
289
$3.82M 0.02%
63,865
+4,780
290
$3.82M 0.02%
91,354
+12,565
291
$3.78M 0.02%
351,325
+47,582
292
$3.76M 0.02%
223,096
-302,716
293
$3.74M 0.02%
52,859
+4,705
294
$3.72M 0.02%
266,458
295
$3.69M 0.02%
37,326
+528
296
$3.68M 0.02%
99,848
-11,620
297
$3.67M 0.02%
132,818
+8,716
298
$3.65M 0.02%
37,755
-1,001
299
$3.64M 0.02%
27,027
+4,412
300
$3.64M 0.02%
32,703
-652
10 11
12
13 14