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
301
$3.63M 0.02%
34,105
-6,268
302
$3.63M 0.02%
74,358
+23,484
303
$3.62M 0.02%
35,089
+5,911
304
$3.58M 0.02%
98,343
-1,743
305
$3.56M 0.02%
23,392
-1,580
306
$3.56M 0.02%
31,804
+2,486
307
$3.56M 0.02%
67,069
+3,172
308
$3.51M 0.02%
82,491
-442
309
$3.46M 0.02%
75,346
-578
310
$3.46M 0.02%
36,382
+262
311
$3.43M 0.02%
53,399
-551
312
$3.42M 0.02%
161,884
-5,545
313
$3.4M 0.02%
36,356
+253
314
$3.37M 0.02%
24,108
+832
315
$3.34M 0.02%
21,475
-809
316
$3.32M 0.02%
88,604
+2,296
317
$3.32M 0.02%
64,092
-1,456
318
$3.31M 0.02%
54,776
+1,565
319
$3.3M 0.02%
18,869
+22
320
$3.29M 0.02%
17,661
+298
321
$3.29M 0.02%
92,338
+2,000
322
$3.27M 0.02%
9,347
+6,002
323
$3.26M 0.02%
151,823
+4,623
324
$3.21M 0.01%
38,354
+1,024
325
$3.2M 0.01%
1,121
+182
11 12
13
14 15