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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
2026
– –
-400
2027
– –
-5,980
2028
– –
-4,962
2029
– –
-432
2030
– –
-1,250
2031
– –
-800
2032
– –
-3,236
2033
– –
-40
2034
– –
-500
2035
– –
-1,270
2036
– –
-4,382
2037
– –
-200
2038
– –
-2,223
2039
– –
0
2040
– –
-412
2041
– –
-8,583
2042
– –
-2,760
2043
– –
-931
2044
– –
-224
2045
– –
-50
2046
– –
-400
2047
– –
-105
2048
– –
-753
2049
– –
-1,050
2050
– –
-1,039
80 81
82
83 84