Creative Planning

Creative Planning Portfolio holdings

AUM $117B
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
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
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
51
$41.7M 0.19%
254,787
+17,562
52
$41.3M 0.19%
126,587
+3,093
53
$40.4M 0.19%
1,592,604
-39,787
54
$40M 0.19%
418,941
+12,680
55
$39.2M 0.18%
1,323,929
-20,920
56
$38.7M 0.18%
1,160,376
+50,931
57
$38.5M 0.18%
325,032
+6,975
58
$37.8M 0.18%
750,300
-14,100
59
$37.7M 0.18%
2,508,459
-37,916
60
$36.4M 0.17%
281,042
+8,561
61
$34.5M 0.16%
297,664
+14,087
62
$34.1M 0.16%
537,726
+39,288
63
$33.4M 0.16%
315,824
+3,441
64
$32.4M 0.15%
291,440
-9,062
65
$31.1M 0.14%
264,549
+13,921
66
$30.6M 0.14%
336,451
-12,713
67
$30.6M 0.14%
637,700
+34,220
68
$29.8M 0.14%
189,998
+17,165
69
$29.3M 0.14%
395,054
+7,949
70
$29.1M 0.14%
200,177
+422
71
$29M 0.13%
550,632
+17,771
72
$28.5M 0.13%
516,315
-7,389
73
$28.2M 0.13%
6,307,040
+56,760
74
$27.1M 0.13%
257,846
-12,563
75
$26.9M 0.12%
208,556
+204,154
1 2
3
4 5