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
176
$7.48M 0.03%
184,056
-635
177
$7.41M 0.03%
400,070
+45,640
178
$7.37M 0.03%
90,567
-4,921
179
$7.26M 0.03%
16,247
+2,542
180
$7.11M 0.03%
92,355
-2,293
181
$7.05M 0.03%
1,144,850
+552,100
182
$6.79M 0.03%
48,085
-7,414
183
$6.77M 0.03%
30,233
-480
184
$6.76M 0.03%
87,340
-11,255
185
$6.71M 0.03%
101,280
+1,945
186
$6.68M 0.03%
229,155
-301
187
$6.61M 0.03%
409,393
-11,567
188
$6.61M 0.03%
165,421
+1,152
189
$6.51M 0.03%
26,268
-420
190
$6.47M 0.03%
80,202
-790
191
$6.39M 0.03%
122,733
+8,293
192
$6.39M 0.03%
108,069
+3,644
193
$6.33M 0.03%
97,818
-14,564
194
$6.32M 0.03%
117,091
+7,408
195
$6.31M 0.03%
26,618
-15
196
$6.3M 0.03%
33,751
+4,550
197
$6.28M 0.03%
878,570
-439,333
198
$6.23M 0.03%
80,309
+215
199
$6.14M 0.03%
184,155
+15,143
200
$6.13M 0.03%
156,659
+1,983
6 7
8
9 10