Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
+$139M
2
+$135M
3
+$125M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$119M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$96.3M

Top Sells

1
+$80.5M
2
+$49.5M
3
+$18.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$18M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$17.7M

Sector Composition

1 Financials 5.09%
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
701
$1.02M ﹤0.01%
23,232
-1,088
702
$1.02M ﹤0.01%
26,207
+7,717
703
$1.02M ﹤0.01%
46,783
-10,972
704
$1.02M ﹤0.01%
17,114
+2
705
$1.02M ﹤0.01%
9,311
-1,061
706
$1.01M ﹤0.01%
12,264
-7,281
707
$1.01M ﹤0.01%
130,186
-5,104
708
$1.01M ﹤0.01%
8,023
+605
709
$1.01M ﹤0.01%
59,565
-58,030
710
$1.01M ﹤0.01%
9,614
-326
711
$1.01M ﹤0.01%
20,031
-620
712
$1.01M ﹤0.01%
14,003
713
$1.01M ﹤0.01%
26,823
+133
714
$1M ﹤0.01%
17,277
+529
715
$1M ﹤0.01%
25,034
+6,780
716
$1M ﹤0.01%
6,719
-1,120
717
$997K ﹤0.01%
11,795
+476
718
$992K ﹤0.01%
28,346
+2,665
719
$990K ﹤0.01%
15,415
+2,369
720
$987K ﹤0.01%
14,012
-856
721
$984K ﹤0.01%
25,591
+2,307
722
$984K ﹤0.01%
18,275
723
$978K ﹤0.01%
25,594
+3,539
724
$974K ﹤0.01%
8,362
-1,707
725
$968K ﹤0.01%
7,465
+2,604
27 28
29
30 31