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
651
$1.13M 0.01%
58,200
-750
652
$1.12M 0.01%
42,514
+8,999
653
$1.12M 0.01%
35,376
+10,222
654
$1.12M 0.01%
39,054
+2,630
655
$1.12M 0.01%
34,582
+19,058
656
$1.12M 0.01%
162,944
-1,444
657
$1.12M 0.01%
23,534
+4,060
658
$1.11M 0.01%
127,912
-15,453
659
$1.11M 0.01%
16,650
-60
660
$1.11M 0.01%
16,617
+4
661
$1.11M 0.01%
82,205
-300
662
$1.11M 0.01%
38,942
+22,890
663
$1.11M 0.01%
20,921
-3,354
664
$1.11M 0.01%
447,101
-39,600
665
$1.1M 0.01%
4,350
+40
666
$1.1M 0.01%
20,470
+159
667
$1.1M 0.01%
18,366
668
$1.1M 0.01%
26,345
+3
669
$1.1M 0.01%
38,850
-4,934
670
$1.09M 0.01%
42,541
-1,835
671
$1.09M 0.01%
228,576
+9,840
672
$1.09M 0.01%
21,943
-1,264
673
$1.09M 0.01%
7,546
+1,497
674
$1.08M 0.01%
7,086
+1,439
675
$1.08M 0.01%
28,354
+3,314
25 26
27
28 29