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
701
$1.02M ﹤0.01%
23,232
-1,088
702
$1.02M ﹤0.01%
18,075
+44
703
$1.02M ﹤0.01%
26,207
+7,717
704
$1.02M ﹤0.01%
46,783
-10,972
705
$1.02M ﹤0.01%
17,114
+2
706
$1.02M ﹤0.01%
9,311
-1,061
707
$1.01M ﹤0.01%
12,264
-7,281
708
$1.01M ﹤0.01%
130,186
-5,104
709
$1.01M ﹤0.01%
8,023
+605
710
$1.01M ﹤0.01%
59,565
-58,030
711
$1.01M ﹤0.01%
9,614
-326
712
$1.01M ﹤0.01%
20,031
-620
713
$1.01M ﹤0.01%
14,003
714
$1.01M ﹤0.01%
26,823
+133
715
$1M ﹤0.01%
17,277
+529
716
$1M ﹤0.01%
25,034
+6,780
717
$1M ﹤0.01%
6,719
-1,120
718
$997K ﹤0.01%
11,795
+476
719
$992K ﹤0.01%
28,346
+2,665
720
$990K ﹤0.01%
15,415
+2,369
721
$987K ﹤0.01%
14,012
-856
722
$984K ﹤0.01%
25,591
+2,307
723
$984K ﹤0.01%
18,275
724
$978K ﹤0.01%
25,594
+3,539
725
$974K ﹤0.01%
8,362
-1,707
27 28
29
30 31