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
851
$726K ﹤0.01%
49,629
+5,434
852
$724K ﹤0.01%
13,268
-2,186
853
$723K ﹤0.01%
15,767
+6,665
854
$723K ﹤0.01%
7,839
-495
855
$721K ﹤0.01%
15,400
+3,023
856
$721K ﹤0.01%
18,389
+9,171
857
$719K ﹤0.01%
4,020
+189
858
$718K ﹤0.01%
12,093
-337
859
$717K ﹤0.01%
29,099
+407
860
$717K ﹤0.01%
27,732
+2,529
861
$715K ﹤0.01%
6,070
862
$715K ﹤0.01%
29,760
-35,142
863
$714K ﹤0.01%
46,899
-797
864
$714K ﹤0.01%
107,377
+40,027
865
$713K ﹤0.01%
13,210
+360
866
$712K ﹤0.01%
60,296
-2,162
867
$712K ﹤0.01%
12,527
-363
868
$711K ﹤0.01%
2,871
+71
869
$711K ﹤0.01%
7,729
+5,355
870
$710K ﹤0.01%
90,850
+1,172
871
$708K ﹤0.01%
8,863
-2,280
872
$706K ﹤0.01%
64,607
-2,669
873
$706K ﹤0.01%
6,865
-232
874
$704K ﹤0.01%
17,938
+546
875
$701K ﹤0.01%
156,076
+246
33 34
35
36 37