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
1076
$471K ﹤0.01%
8,114
-514
1077
$470K ﹤0.01%
24,054
+1,667
1078
$470K ﹤0.01%
9,016
-25,660
1079
$469K ﹤0.01%
12,031
-12,474
1080
$468K ﹤0.01%
12,860
-197
1081
$468K ﹤0.01%
18,660
+4,325
1082
$467K ﹤0.01%
35,484
+25,500
1083
$466K ﹤0.01%
254,859
-11,997
1084
$466K ﹤0.01%
9,272
+1,063
1085
$463K ﹤0.01%
740
-572
1086
$462K ﹤0.01%
6,684
+1,831
1087
$461K ﹤0.01%
12,805
+500
1088
$461K ﹤0.01%
11,506
+1,192
1089
$460K ﹤0.01%
10,304
-17,300
1090
$460K ﹤0.01%
211,823
+191,318
1091
$459K ﹤0.01%
6,464
-180
1092
$458K ﹤0.01%
17,258
1093
$456K ﹤0.01%
12,282
+12,027
1094
$456K ﹤0.01%
46,168
+14,110
1095
$456K ﹤0.01%
625,000
+21,350
1096
$454K ﹤0.01%
35,029
-877
1097
$452K ﹤0.01%
19,842
-3,768
1098
$451K ﹤0.01%
15,911
-20,466
1099
$450K ﹤0.01%
117,000
-1,050
1100
$448K ﹤0.01%
4,601
+2,504
42 43
44
45 46