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
601
$1.29M 0.01%
17,235
+10,025
602
$1.29M 0.01%
16,899
-706
603
$1.28M 0.01%
43,996
+1,456
604
$1.28M 0.01%
2,315
-36
605
$1.28M 0.01%
28,920
+6,621
606
$1.28M 0.01%
23,350
+48
607
$1.27M 0.01%
56,268
608
$1.27M 0.01%
66,914
+24,032
609
$1.27M 0.01%
99,849
+39,501
610
$1.26M 0.01%
80,280
+689
611
$1.26M 0.01%
13,610
+2,398
612
$1.26M 0.01%
38,303
-8,575
613
$1.26M 0.01%
75,595
+6,000
614
$1.26M 0.01%
66,091
+24
615
$1.25M 0.01%
90,404
+9,000
616
$1.25M 0.01%
25,325
+5,463
617
$1.25M 0.01%
5,806
+23
618
$1.24M 0.01%
36,562
-7,969
619
$1.24M 0.01%
19,241
+4,858
620
$1.24M 0.01%
71,571
-35,511
621
$1.22M 0.01%
100,908
-6,512
622
$1.22M 0.01%
27,000
623
$1.22M 0.01%
21,040
+128
624
$1.21M 0.01%
8,718
+892
625
$1.21M 0.01%
57,537
-1,460
23 24
25
26 27