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
1276
$324K ﹤0.01%
4,021
+89
1277
$323K ﹤0.01%
11,397
-4,780
1278
$323K ﹤0.01%
36,039
1279
$322K ﹤0.01%
3,389
+18
1280
$322K ﹤0.01%
4,244
-179
1281
$321K ﹤0.01%
5,234
+2,138
1282
$321K ﹤0.01%
6,537
-8
1283
$321K ﹤0.01%
15,706
1284
$321K ﹤0.01%
13,933
+5,204
1285
$320K ﹤0.01%
16,618
+1,946
1286
$320K ﹤0.01%
10,825
-5,090
1287
$318K ﹤0.01%
9,252
-735
1288
$317K ﹤0.01%
72,150
1289
$317K ﹤0.01%
29,107
+2,780
1290
$316K ﹤0.01%
28,431
+9,000
1291
$315K ﹤0.01%
6,943
-3,009
1292
$315K ﹤0.01%
11,151
+10,351
1293
$314K ﹤0.01%
1,778
-251
1294
$314K ﹤0.01%
7,746
+5,883
1295
$314K ﹤0.01%
5,588
-999
1296
$314K ﹤0.01%
13,574
1297
$314K ﹤0.01%
19,399
-6,293
1298
$313K ﹤0.01%
8,478
+4,977
1299
$313K ﹤0.01%
10,855
+380
1300
$313K ﹤0.01%
274
+9
50 51
52
53 54