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
$12.2B
AUM Growth
+$831M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,741
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$86.4M
3
+$75.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$71.4M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$65M

Top Sells

1
+$48.9M
2
+$39.8M
3
+$30.7M
4
VV icon
Vanguard Large-Cap ETF
VV
+$21M
5
SBGI icon
Sinclair Inc
SBGI
+$19.7M

Sector Composition

1 Energy 5.06%
2 Financials 4.8%
3 Technology 3.59%
4 Healthcare 2.61%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$28K ﹤0.01%
12,194
+97
2527
$28K ﹤0.01%
826
-880
2528
$28K ﹤0.01%
734
2529
$28K ﹤0.01%
764
2530
$28K ﹤0.01%
1,000
+700
2531
$28K ﹤0.01%
1,029
-815
2532
$28K ﹤0.01%
+8,000
2533
$28K ﹤0.01%
2,200
+1,800
2534
$28K ﹤0.01%
3,001
2535
$28K ﹤0.01%
+1,203
2536
$28K ﹤0.01%
+1,214
2537
$28K ﹤0.01%
493
2538
$28K ﹤0.01%
207
2539
$28K ﹤0.01%
2,007
2540
$28K ﹤0.01%
1,797
2541
$28K ﹤0.01%
954
-22
2542
$28K ﹤0.01%
1,710
+1,514
2543
$28K ﹤0.01%
1,115
+305
2544
$28K ﹤0.01%
863
+479
2545
$28K ﹤0.01%
1,733
2546
$28K ﹤0.01%
2,687
+2,462
2547
$28K ﹤0.01%
477
-543
2548
– –
0
2549
$27K ﹤0.01%
22,300
+17,300
2550
$27K ﹤0.01%
1,643
+500
100 101
102
103 104