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
851
$724K ﹤0.01%
13,268
-2,186
852
$723K ﹤0.01%
15,767
+6,665
853
$723K ﹤0.01%
7,839
-495
854
$721K ﹤0.01%
15,400
+3,023
855
$721K ﹤0.01%
18,389
+9,171
856
$719K ﹤0.01%
4,020
+189
857
$718K ﹤0.01%
12,093
-337
858
$717K ﹤0.01%
29,099
+407
859
$717K ﹤0.01%
27,732
+2,529
860
$715K ﹤0.01%
6,070
861
$715K ﹤0.01%
29,760
-35,142
862
$714K ﹤0.01%
46,899
-797
863
$714K ﹤0.01%
107,377
+40,027
864
$713K ﹤0.01%
13,210
+360
865
$712K ﹤0.01%
60,296
-2,162
866
$712K ﹤0.01%
25,054
-726
867
$711K ﹤0.01%
2,871
+71
868
$711K ﹤0.01%
7,729
+5,355
869
$710K ﹤0.01%
90,850
+1,172
870
$708K ﹤0.01%
8,863
-2,280
871
$706K ﹤0.01%
64,607
-2,669
872
$706K ﹤0.01%
6,865
-232
873
$704K ﹤0.01%
17,938
+546
874
$701K ﹤0.01%
156,076
+246
875
$695K ﹤0.01%
28,254
+705
33 34
35
36 37