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
1476
$234K ﹤0.01%
6,398
+1,224
1477
$233K ﹤0.01%
5,829
+164
1478
$233K ﹤0.01%
3,756
+70
1479
$233K ﹤0.01%
1,186
-155
1480
$232K ﹤0.01%
5,419
+77
1481
$232K ﹤0.01%
4,412
-4,178
1482
$232K ﹤0.01%
5,915
+5,715
1483
$231K ﹤0.01%
27,606
+1,138
1484
$231K ﹤0.01%
35,626
1485
$231K ﹤0.01%
9,994
1486
$231K ﹤0.01%
26,026
+3,592
1487
$231K ﹤0.01%
3,455
+237
1488
$231K ﹤0.01%
10,875
+4,000
1489
$230K ﹤0.01%
16,768
+5,675
1490
$228K ﹤0.01%
2,615
+383
1491
$227K ﹤0.01%
4,200
1492
$227K ﹤0.01%
7,394
1493
$226K ﹤0.01%
2,933
+1,616
1494
$226K ﹤0.01%
6,082
+4,497
1495
$226K ﹤0.01%
6,982
-2,838
1496
$226K ﹤0.01%
1,830
-340
1497
$226K ﹤0.01%
10,520
+3,640
1498
$226K ﹤0.01%
1,741
-214
1499
$225K ﹤0.01%
10,200
+830
1500
$225K ﹤0.01%
15,724
+11,792
58 59
60
61 62