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
451
$2.04M 0.01%
73,256
-985
452
$2.03M 0.01%
42,958
+1,923
453
$2.03M 0.01%
33,872
+3,313
454
$2.03M 0.01%
64,169
455
$2.02M 0.01%
27,873
+3,430
456
$2.02M 0.01%
59,412
-2,585
457
$2.02M 0.01%
127,926
+63,732
458
$2.01M 0.01%
27,146
+2,240
459
$2.01M 0.01%
19,796
-411
460
$1.99M 0.01%
28,285
+3,082
461
$1.99M 0.01%
18,448
+369
462
$1.99M 0.01%
37,650
-4,075
463
$1.98M 0.01%
4,900
+4,585
464
$1.97M 0.01%
14,675
-6,097
465
$1.97M 0.01%
5,416
+1,066
466
$1.97M 0.01%
215,555
+102,921
467
$1.96M 0.01%
46,257
468
$1.96M 0.01%
81,384
+3,764
469
$1.95M 0.01%
100,148
-3,544
470
$1.93M 0.01%
43,092
+2,580
471
$1.93M 0.01%
14,795
+744
472
$1.93M 0.01%
41,076
+32,113
473
$1.92M 0.01%
47,560
-3,946
474
$1.91M 0.01%
136,838
-9,252
475
$1.89M 0.01%
143,640
+421
17 18
19
20 21