Creative Planning Portfolio holdings
AUM $117B
1-Year Return
13.67%
This Quarter Return
-1.49%
1 Year Return
+13.67%
3 Year Return
+45.97%
5 Year Return
+68.1%
10 Year Return
+115.56%
AUM
$4.3B
AUM Growth
–
Cap. Flow
+$4.3B
Cap. Flow
% of AUM
99.95%
Top 10 Holdings %
Top 10 Hldgs %
51.82%
Holding
3,220
New
3,131
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$360M |
| 2 |
Vanguard Large-Cap ETF
VV
|
+$357M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
+$265M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$253M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$247M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 6.64% |
| 2 | Financials | 4.54% |
| 3 | Technology | 2.95% |
| 4 | Healthcare | 2.04% |
| 5 | Industrials | 1.97% |
