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
476
$1.89M 0.01%
40,826
-3,897
477
$1.89M 0.01%
62,801
-3,870
478
$1.89M 0.01%
73,500
-4,000
479
$1.88M 0.01%
28,824
+2,532
480
$1.88M 0.01%
34,620
-8,426
481
$1.88M 0.01%
15,776
+1,491
482
$1.88M 0.01%
34,976
+789
483
$1.88M 0.01%
103,756
-848
484
$1.88M 0.01%
39,292
-6,949
485
$1.86M 0.01%
33,884
-628
486
$1.84M 0.01%
107,447
+984
487
$1.83M 0.01%
12,347
+12,317
488
$1.83M 0.01%
16,766
-1,901
489
$1.83M 0.01%
20,281
+178
490
$1.82M 0.01%
23,894
+6,502
491
$1.82M 0.01%
11,326
+407
492
$1.82M 0.01%
35,484
-1,484
493
$1.81M 0.01%
70,601
+33,071
494
$1.8M 0.01%
28,836
-1,186
495
$1.8M 0.01%
95,740
+3,853
496
$1.8M 0.01%
47,811
+22,896
497
$1.8M 0.01%
15,565
+3,876
498
$1.79M 0.01%
15,782
+604
499
$1.79M 0.01%
51,056
+541
500
$1.78M 0.01%
37,894
-7,759
18 19
20
21 22