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
501
$1.77M 0.01%
53,996
+2,842
502
$1.77M 0.01%
43,393
+200
503
$1.76M 0.01%
35,589
+1,107
504
$1.75M 0.01%
25,707
+2,182
505
$1.75M 0.01%
26,753
+21,643
506
$1.75M 0.01%
118,703
+1,042
507
$1.75M 0.01%
31,140
+5,013
508
$1.74M 0.01%
19,580
+2,234
509
$1.74M 0.01%
24,475
-1,052
510
$1.73M 0.01%
16,356
-139
511
$1.72M 0.01%
35,476
-334
512
$1.72M 0.01%
43,958
+27,901
513
$1.71M 0.01%
228,445
+3,840
514
$1.7M 0.01%
26,387
+1,749
515
$1.7M 0.01%
24,118
-4,098
516
$1.68M 0.01%
93,948
517
$1.68M 0.01%
28,345
518
$1.68M 0.01%
28,279
-988
519
$1.67M 0.01%
60,109
-27,860
520
$1.67M 0.01%
108,500
521
$1.66M 0.01%
18,661
+8,892
522
$1.66M 0.01%
21,251
+4,038
523
$1.66M 0.01%
142,700
+30,700
524
$1.66M 0.01%
19,985
-387
525
$1.66M 0.01%
29,421
+13,999
19 20
21
22 23