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
401
$2.44M 0.01%
38,907
+1,647
402
$2.43M 0.01%
19,601
+2,161
403
$2.43M 0.01%
86,922
+354
404
$2.42M 0.01%
18,016
-29
405
$2.42M 0.01%
67,016
+3,064
406
$2.41M 0.01%
20,205
+1,923
407
$2.39M 0.01%
16,778
+1,001
408
$2.39M 0.01%
137,501
+5,877
409
$2.39M 0.01%
191,310
-211
410
$2.39M 0.01%
20,180
+3,095
411
$2.38M 0.01%
20,129
+488
412
$2.38M 0.01%
37,694
-158
413
$2.34M 0.01%
466,625
-1,675
414
$2.34M 0.01%
29,230
+4,582
415
$2.33M 0.01%
20,162
416
$2.32M 0.01%
24,467
-184
417
$2.31M 0.01%
45,313
+20,711
418
$2.31M 0.01%
140,625
+41,342
419
$2.3M 0.01%
28,002
+3,978
420
$2.3M 0.01%
41,060
-1,002
421
$2.3M 0.01%
185,290
-7,740
422
$2.3M 0.01%
37,710
+31,531
423
$2.26M 0.01%
16,131
-4,818
424
$2.25M 0.01%
11,593
-9,543
425
$2.24M 0.01%
115,518
-26,243
15 16
17
18 19