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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
2101
– –
-977
2102
– –
-1,877
2103
– –
-300
2104
– –
-274
2105
– –
-280
2106
– –
-643
2107
– –
-17,610
2108
– –
-2,604
2109
– –
-300
2110
– –
-62
2111
– –
-1,500
2112
– –
-1,120
2113
– –
-2,511
2114
– –
-460
2115
– –
-88
2116
– –
-6,501
2117
– –
-20
2118
– –
-1,309
2119
– –
-550
2120
– –
-3,940
2121
– –
-2,850
2122
– –
-75
2123
– –
-100
2124
– –
-3,400
2125
– –
-1,500
83 84
85
86 87