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
576
$1.37M 0.01%
15,925
+676
577
$1.37M 0.01%
16,318
+2,498
578
$1.37M 0.01%
11,481
+697
579
$1.37M 0.01%
21,139
-33,591
580
$1.37M 0.01%
29,820
-613
581
$1.36M 0.01%
10,122
+520
582
$1.36M 0.01%
8,584
583
$1.35M 0.01%
38,520
-239
584
$1.34M 0.01%
8,110
-14,200
585
$1.34M 0.01%
28,468
+4,816
586
$1.34M 0.01%
56,514
587
$1.33M 0.01%
28,288
-440
588
$1.33M 0.01%
8,795
+1,192
589
$1.33M 0.01%
16,824
+205
590
$1.33M 0.01%
19,042
+895
591
$1.33M 0.01%
64,721
+42,198
592
$1.32M 0.01%
64,955
+18,434
593
$1.32M 0.01%
15,511
+483
594
$1.31M 0.01%
20,304
-729
595
$1.31M 0.01%
45,899
-4,870
596
$1.29M 0.01%
27,886
+3,580
597
$1.29M 0.01%
22,450
+8,159
598
$1.29M 0.01%
28,395
+469
599
$1.29M 0.01%
25,503
-996
600
$1.29M 0.01%
31,092
+1,587
22 23
24
25 26