Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
+$139M
2
+$135M
3
+$125M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$119M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$96.3M

Top Sells

1
+$80.5M
2
+$49.5M
3
+$18.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$18M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$17.7M

Sector Composition

1 Financials 5.09%
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
3276
– –
-2,000
3277
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-2,050
3278
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3279
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3280
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3281
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-4,865
3282
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-11,399
3283
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-9,091
3284
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-1,189
3285
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3286
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3287
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3288
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3289
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3290
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3291
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-1,700
3292
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3293
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3294
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3295
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3296
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-2,315
3297
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-957
3298
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-10,135
3299
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-7,655
3300
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-37
130 131
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133 134