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
376
$2.71M 0.01%
56,212
-4,783
377
$2.7M 0.01%
57,368
+4,075
378
$2.7M 0.01%
79,884
+1,055
379
$2.7M 0.01%
128,798
+40,061
380
$2.7M 0.01%
22,155
-165
381
$2.69M 0.01%
42,830
+170
382
$2.69M 0.01%
73,230
-11,412
383
$2.67M 0.01%
17,110
-287
384
$2.67M 0.01%
42,553
+2,898
385
$2.63M 0.01%
8,212
+2,881
386
$2.59M 0.01%
45,434
-6,748
387
$2.59M 0.01%
79,376
-11,440
388
$2.58M 0.01%
76,468
-979
389
$2.58M 0.01%
19,556
+885
390
$2.57M 0.01%
23,680
-438
391
$2.57M 0.01%
18,110
+1,977
392
$2.55M 0.01%
13,767
+8,060
393
$2.53M 0.01%
23,834
+3,330
394
$2.52M 0.01%
39,242
-677
395
$2.49M 0.01%
290,794
+179,255
396
$2.49M 0.01%
47,939
-1,297
397
$2.47M 0.01%
123,858
+26,166
398
$2.47M 0.01%
169,828
+79,551
399
$2.46M 0.01%
79,183
+2,600
400
$2.45M 0.01%
56,012
+6,581
14 15
16
17 18