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
3826
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-543
3827
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-6,200
3828
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-4,928
3829
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-16,938
3830
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-4,760
3831
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-8,287
3832
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-408
3833
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-200
3834
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-50
3835
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-4,095
3836
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-1,149
3837
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-9,812
3838
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-15,375
3839
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-200
3840
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-79
3841
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-45
3842
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-200
3843
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3844
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-827
3845
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3846
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-2,608
3847
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-514
3848
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3849
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3850
– –
-5,248
152 153
154
155 156