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
551
$1.49M 0.01%
6,944
-2,177
552
$1.49M 0.01%
97,218
+700
553
$1.48M 0.01%
17,465
+956
554
$1.48M 0.01%
19,128
+1,127
555
$1.47M 0.01%
25,150
+3,857
556
$1.46M 0.01%
13,759
+8,003
557
$1.46M 0.01%
60,405
-34,140
558
$1.45M 0.01%
52,675
-2,754
559
$1.44M 0.01%
43,228
-1,898
560
$1.44M 0.01%
30,637
-233
561
$1.43M 0.01%
28,765
-2,270
562
$1.43M 0.01%
15,590
+550
563
$1.43M 0.01%
145,100
+6,200
564
$1.43M 0.01%
35,365
-1,444
565
$1.42M 0.01%
96,666
+23,265
566
$1.42M 0.01%
61,200
+8,214
567
$1.42M 0.01%
21,562
-1,767
568
$1.41M 0.01%
66,100
-42,000
569
$1.41M 0.01%
84,306
-3,032
570
$1.4M 0.01%
18,887
+18,506
571
$1.39M 0.01%
52,000
572
$1.38M 0.01%
55,827
+5,420
573
$1.38M 0.01%
28,855
+11,000
574
$1.38M 0.01%
93,896
-3,708
575
$1.38M 0.01%
27,466
+4,577
21 22
23
24 25