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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
1851
– –
-1,500
1852
– –
-200
1853
– –
-1,000
1854
– –
-4,286
1855
– –
-350
1856
– –
-2,000
1857
– –
-2,402
1858
– –
-1,500
1859
– –
-7,745
1860
– –
-7,272
1861
– –
-1,150
1862
– –
-12
1863
– –
-1,000
1864
– –
-1
1865
– –
-4,576
1866
– –
-451
1867
– –
-1,403
1868
– –
-348
1869
– –
-414
1870
– –
-4,300
1871
– –
-62
1872
– –
-1,510
1873
– –
-370
1874
– –
-133
1875
– –
-217
73 74
75
76 77