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
2026
– –
-220
2027
– –
-6,700
2028
– –
-1,000
2029
– –
-4,900
2030
– –
-5,000
2031
– –
-410
2032
– –
-1,200
2033
– –
-3,400
2034
– –
-2,756
2035
– –
-3,000
2036
– –
-204
2037
– –
-537
2038
– –
-7,394
2039
– –
-210
2040
– –
-150
2041
– –
-350
2042
– –
-4,519
2043
– –
-175
2044
– –
-375
2045
– –
-17,412
2046
– –
-6,402
2047
– –
-629
2048
– –
0
2049
– –
-1,000
2050
– –
-1,755
80 81
82
83 84