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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
2001
– –
-600
2002
– –
-547
2003
– –
-9,800
2004
– –
-6,970
2005
– –
-6,475
2006
– –
-1,850
2007
– –
-1,500
2008
– –
-475
2009
– –
-4,865
2010
– –
-11,399
2011
– –
-146
2012
– –
-2,281
2013
– –
-5,200
2014
– –
-33
2015
– –
-8,328
2016
– –
-1,953
2017
– –
-205
2018
– –
-161
2019
– –
-624
2020
– –
-250
2021
– –
-15
2022
– –
-600
2023
– –
-2,030
2024
– –
-10,322
2025
– –
-57,353
79 80
81
82 83