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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
1976
– –
-239
1977
– –
-1,121
1978
– –
-550
1979
– –
-775
1980
– –
-500
1981
– –
-2,217
1982
– –
-1,371
1983
– –
-40
1984
– –
-1,200
1985
– –
-83
1986
– –
-1,031
1987
– –
-2,000
1988
– –
-375
1989
– –
-6,042
1990
– –
-3
1991
– –
-426
1992
– –
-175
1993
– –
-69
1994
– –
-402
1995
– –
-400
1996
– –
-1,400
1997
– –
-6,500
1998
– –
-1,292
1999
– –
-284
2000
– –
-320
78 79
80
81 82