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
526
$1.65M 0.01%
37,477
-488
527
$1.64M 0.01%
19,524
+129
528
$1.62M 0.01%
30,015
+411
529
$1.6M 0.01%
125,819
-76,179
530
$1.6M 0.01%
18,974
-919
531
$1.59M 0.01%
27,457
+490
532
$1.59M 0.01%
434,038
-137,600
533
$1.58M 0.01%
13,526
+1,786
534
$1.57M 0.01%
37,751
-2,470
535
$1.57M 0.01%
65,770
+705
536
$1.57M 0.01%
29,258
-3,576
537
$1.55M 0.01%
21,923
+1,299
538
$1.55M 0.01%
73,055
-3,478,094
539
$1.55M 0.01%
89,092
-25,575
540
$1.54M 0.01%
25,326
541
$1.54M 0.01%
43,158
+41,000
542
$1.54M 0.01%
59,725
-194,652
543
$1.53M 0.01%
106,455
-2,385
544
$1.53M 0.01%
13,581
-503
545
$1.52M 0.01%
14,846
-1,037
546
$1.52M 0.01%
45,690
-1,080
547
$1.51M 0.01%
50,750
-7,813
548
$1.5M 0.01%
6,637
-3,033
549
$1.5M 0.01%
95,868
+30,354
550
$1.49M 0.01%
13,193
+1,587
20 21
22
23 24