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
351
$2.96M 0.01%
38,603
+6,126
352
$2.96M 0.01%
57,112
-180
353
$2.96M 0.01%
249,610
+232,646
354
$2.96M 0.01%
45,377
+2,452
355
$2.95M 0.01%
19,352
-631
356
$2.95M 0.01%
50,122
+16,820
357
$2.95M 0.01%
243,436
+7,914
358
$2.94M 0.01%
77,379
+8,526
359
$2.9M 0.01%
21,970
-1,832
360
$2.9M 0.01%
119,354
+40,745
361
$2.89M 0.01%
107,455
-2,951
362
$2.88M 0.01%
132,833
+3,394
363
$2.88M 0.01%
31,280
+3,947
364
$2.88M 0.01%
18,082
-169
365
$2.86M 0.01%
186,038
+19,931
366
$2.85M 0.01%
100,040
-6,854
367
$2.79M 0.01%
13,573
-682
368
$2.78M 0.01%
43,395
+5,446
369
$2.78M 0.01%
61,877
+11,050
370
$2.77M 0.01%
18,017
-1,989
371
$2.77M 0.01%
14,803
+1,534
372
$2.75M 0.01%
42,968
-91
373
$2.73M 0.01%
49,292
+139
374
$2.72M 0.01%
29,710
+12,207
375
$2.72M 0.01%
32,060
+3,738
13 14
15
16 17