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
1551
$214K ﹤0.01%
5,844
-5,436
1552
$214K ﹤0.01%
57,392
+11,824
1553
$214K ﹤0.01%
2,636
-1,292
1554
$213K ﹤0.01%
17,550
-855
1555
$213K ﹤0.01%
6,675
+6,672
1556
$213K ﹤0.01%
4,062
+194
1557
$213K ﹤0.01%
7,008
+1,611
1558
$213K ﹤0.01%
2,592
+10
1559
$212K ﹤0.01%
2,621
+19
1560
$211K ﹤0.01%
4,944
-3,000
1561
$211K ﹤0.01%
3,500
1562
$211K ﹤0.01%
2,235
-4
1563
$211K ﹤0.01%
22,762
+5,906
1564
$211K ﹤0.01%
12,319
-322
1565
$210K ﹤0.01%
3,578
+500
1566
$209K ﹤0.01%
10,650
1567
$209K ﹤0.01%
7,703
-70
1568
$208K ﹤0.01%
11,900
+1,884
1569
$207K ﹤0.01%
10,591
-666
1570
$207K ﹤0.01%
7,001
-1,107
1571
$207K ﹤0.01%
18,013
+120
1572
$206K ﹤0.01%
3,345
+519
1573
$206K ﹤0.01%
6,611
+3,710
1574
$206K ﹤0.01%
1,799
+113
1575
$206K ﹤0.01%
6,723
+347
61 62
63
64 65