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
426
$2.24M 0.01%
29,494
+2,966
427
$2.24M 0.01%
92,387
-151
428
$2.23M 0.01%
36,731
-432
429
$2.21M 0.01%
79,485
+26,948
430
$2.19M 0.01%
23,986
+1,542
431
$2.19M 0.01%
14,429
+738
432
$2.18M 0.01%
40,426
+2,343
433
$2.17M 0.01%
19,602
+12,673
434
$2.15M 0.01%
28,248
+81
435
$2.15M 0.01%
52,911
+13,655
436
$2.13M 0.01%
38,976
+32,644
437
$2.11M 0.01%
14,327
-1,625
438
$2.11M 0.01%
33,691
-3,635
439
$2.11M 0.01%
39,693
+3
440
$2.08M 0.01%
259,488
+33,472
441
$2.08M 0.01%
46,324
+1,084
442
$2.08M 0.01%
14,624
+811
443
$2.08M 0.01%
37,345
+2,861
444
$2.08M 0.01%
55,500
+106
445
$2.07M 0.01%
18,038
+8,839
446
$2.06M 0.01%
102,869
+3,945
447
$2.06M 0.01%
19,863
+6,508
448
$2.05M 0.01%
50,827
-35,545
449
$2.04M 0.01%
40,220
+25,091
450
$2.04M 0.01%
4,554
+301
16 17
18
19 20