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
2551
$27K ﹤0.01%
+3,270
2552
$27K ﹤0.01%
900
-1,500
2553
$27K ﹤0.01%
132
+115
2554
$27K ﹤0.01%
1,158
+358
2555
$27K ﹤0.01%
1,801
2556
$27K ﹤0.01%
149
+13
2557
$27K ﹤0.01%
+2,150
2558
$27K ﹤0.01%
2,000
+1,700
2559
$27K ﹤0.01%
750
2560
$27K ﹤0.01%
713
-2,838
2561
$27K ﹤0.01%
855
-470
2562
$27K ﹤0.01%
1,000
2563
$27K ﹤0.01%
2,000
2564
$27K ﹤0.01%
537
+37
2565
$27K ﹤0.01%
+1,049
2566
$27K ﹤0.01%
1,910
2567
$26K ﹤0.01%
+2
2568
$26K ﹤0.01%
1,000
2569
$26K ﹤0.01%
576
2570
$26K ﹤0.01%
8,598
-5,139
2571
$26K ﹤0.01%
1,551
2572
$26K ﹤0.01%
249
+99
2573
$26K ﹤0.01%
580
2574
$26K ﹤0.01%
534
-227
2575
$26K ﹤0.01%
2,665
+2,200
101 102
103
104 105