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
101
$17.4M 0.08%
360,860
+31,945
102
$17.4M 0.08%
764,805
+64,440
103
$17.3M 0.08%
100,338
+22,603
104
$17.2M 0.08%
270,484
-23,678
105
$17.1M 0.08%
655,905
+42,192
106
$16.9M 0.08%
375,448
+12,071
107
$16.4M 0.08%
87,916
-2,490
108
$16.1M 0.08%
301,333
+17,259
109
$15.8M 0.07%
188,123
+64,174
110
$15.6M 0.07%
128,328
-10,102
111
$15.3M 0.07%
630,980
+69,360
112
$15.2M 0.07%
187,874
-64,125
113
$15.1M 0.07%
188,703
+17,997
114
$15.1M 0.07%
141,364
-435
115
$14.3M 0.07%
61,755
+4,174
116
$13.9M 0.06%
138,952
+9,044
117
$13.8M 0.06%
245,104
+60,493
118
$13.7M 0.06%
188,779
-56,396
119
$13.5M 0.06%
274,452
+16,524
120
$13.2M 0.06%
126,332
-16,797
121
$13.1M 0.06%
98,872
-4,524
122
$13.1M 0.06%
199,433
+192
123
$12.9M 0.06%
353,152
+22,660
124
$12.6M 0.06%
236,084
+4,641
125
$12.3M 0.06%
167,716
+1,541
3 4
5
6 7