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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
1926
– –
-4,575
1927
– –
-3,268
1928
– –
-500
1929
– –
-96
1930
– –
-600
1931
– –
-1,492
1932
– –
-1,363
1933
– –
-700
1934
– –
-100
1935
– –
-1,015
1936
– –
-6,000
1937
– –
-10
1938
– –
-7,750
1939
– –
-476
1940
– –
-886
1941
– –
-100
1942
– –
-1,000
1943
– –
-308
1944
– –
-17
1945
– –
-125
1946
– –
-1,600
1947
– –
-3,000
1948
– –
-1,066
1949
– –
-1,897
1950
– –
-1,200
76 77
78
79 80