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
626
$1.21M 0.01%
18,707
+2,410
627
$1.21M 0.01%
11,535
+539
628
$1.21M 0.01%
265,682
+134,077
629
$1.21M 0.01%
24,590
+24,252
630
$1.2M 0.01%
23,404
+451
631
$1.2M 0.01%
36,470
+886
632
$1.2M 0.01%
40,943
+1,430
633
$1.19M 0.01%
4,887
+13
634
$1.19M 0.01%
14,028
+4,509
635
$1.19M 0.01%
33,018
+1,455
636
$1.19M 0.01%
35,791
-142
637
$1.18M 0.01%
30,665
+1,000
638
$1.18M 0.01%
24,970
+259
639
$1.17M 0.01%
11,472
+6,980
640
$1.17M 0.01%
55,280
-5,680
641
$1.17M 0.01%
22,545
+68
642
$1.17M 0.01%
10,000
-440
643
$1.17M 0.01%
22,304
+2,560
644
$1.16M 0.01%
15,674
+2,867
645
$1.16M 0.01%
1,088
-591
646
$1.16M 0.01%
1,947
-39
647
$1.15M 0.01%
19,632
+1,031
648
$1.15M 0.01%
104,183
+29,404
649
$1.14M 0.01%
72,117
+1,279
650
$1.13M 0.01%
13,647
+1,501
24 25
26
27 28