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Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
+$139M
2
+$135M
3
+$125M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$119M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$96.3M

Top Sells

1
+$80.5M
2
+$49.5M
3
+$18.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$18M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$17.7M

Sector Composition

1 Financials 5.09%
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
1826
– –
-68
1827
– –
-1,000
1828
– –
-9,890
1829
– –
-1,000
1830
– –
0
1831
– –
-10,701
1832
– –
-64
1833
– –
-262
1834
– –
-1,518
1835
– –
-4,787
1836
– –
-648
1837
– –
-2,624
1838
– –
-2,000
1839
– –
-76
1840
– –
-1,198
1841
– –
-69
1842
– –
-1,058
1843
– –
-5,000
1844
– –
-2,046
1845
– –
-400
1846
– –
-494
1847
– –
-650
1848
– –
-6,500
1849
– –
-2,790
1850
– –
-3,800
72 73
74
75 76