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
151
$8.86M 0.04%
160,514
+3,720
152
$8.84M 0.04%
140,651
-12,955
153
$8.82M 0.04%
337,012
+40,806
154
$8.59M 0.04%
717,831
-31,324
155
$8.54M 0.04%
93,233
+7,285
156
$8.48M 0.04%
172,637
+2,099
157
$8.46M 0.04%
244,182
-15,670
158
$8.23M 0.04%
90,087
-2,474
159
$8.22M 0.04%
26,268
-19,510
160
$8.2M 0.04%
106,212
-13,136
161
$8.17M 0.04%
163,267
-14,240
162
$8.14M 0.04%
90,831
+1,632
163
$8.12M 0.04%
66,758
+4,434
164
$8.11M 0.04%
301,276
+65,014
165
$8.07M 0.04%
142,117
+48,528
166
$7.99M 0.04%
249,199
+49,806
167
$7.92M 0.04%
513,930
+1
168
$7.8M 0.04%
1,395,806
-426,849
169
$7.74M 0.04%
190,286
-548
170
$7.72M 0.04%
426,870
-1,914
171
$7.72M 0.04%
43,137
+3,618
172
$7.6M 0.04%
104,312
+8,155
173
$7.6M 0.04%
288,355
-16,223
174
$7.59M 0.04%
78,327
+78,200
175
$7.56M 0.04%
97,246
-1,978
5 6
7
8 9