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
1251
$338K ﹤0.01%
3,618
-1,303
1252
$337K ﹤0.01%
28,423
+2,468
1253
$337K ﹤0.01%
4,340
-25
1254
$336K ﹤0.01%
32,322
+5,883
1255
$335K ﹤0.01%
7,963
-2,143
1256
$335K ﹤0.01%
11,145
+9
1257
$334K ﹤0.01%
7,124
-486
1258
$333K ﹤0.01%
1,458
+237
1259
$333K ﹤0.01%
13,750
1260
$333K ﹤0.01%
8,113
1261
$331K ﹤0.01%
3,185
-80
1262
$331K ﹤0.01%
10,259
-781
1263
$328K ﹤0.01%
40,000
-500
1264
$328K ﹤0.01%
7,127
+4,482
1265
$327K ﹤0.01%
732
+152
1266
$326K ﹤0.01%
32,421
+1,933
1267
$326K ﹤0.01%
15,290
-131
1268
$326K ﹤0.01%
3,208
+676
1269
$325K ﹤0.01%
17,934
+1,166
1270
$325K ﹤0.01%
5,100
+5,000
1271
$325K ﹤0.01%
7,190
-2,208
1272
$324K ﹤0.01%
12,535
1273
$324K ﹤0.01%
+8,853
1274
$324K ﹤0.01%
3,665
+350
1275
$324K ﹤0.01%
8,432
+968
49 50
51
52 53