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
1451
$244K ﹤0.01%
1,204
+871
1452
$243K ﹤0.01%
3,689
-783
1453
$243K ﹤0.01%
6,448
-1,856
1454
$242K ﹤0.01%
12,341
+1,382
1455
$240K ﹤0.01%
986
+179
1456
$239K ﹤0.01%
18,682
+12,938
1457
$239K ﹤0.01%
178,338
+8,949
1458
$238K ﹤0.01%
11,099
-1,613
1459
$238K ﹤0.01%
17,425
+8,750
1460
$238K ﹤0.01%
4,600
-8,871
1461
$238K ﹤0.01%
8,293
+56
1462
$237K ﹤0.01%
6,864
+6,493
1463
$237K ﹤0.01%
3,044
+459
1464
$237K ﹤0.01%
20,232
+12,064
1465
$237K ﹤0.01%
7,464
-1,912
1466
$236K ﹤0.01%
4,940
+346
1467
$236K ﹤0.01%
1,361
+73
1468
$236K ﹤0.01%
5,364
-100
1469
$235K ﹤0.01%
19,756
-394
1470
$235K ﹤0.01%
6,331
-20
1471
$234K ﹤0.01%
2,295
+5
1472
$234K ﹤0.01%
34,219
+431
1473
$234K ﹤0.01%
3,706
-916
1474
$234K ﹤0.01%
16,742
+1,514
1475
$234K ﹤0.01%
626
57 58
59
60 61