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
2601
$25K ﹤0.01%
+1,004
2602
$25K ﹤0.01%
1,000
2603
$25K ﹤0.01%
864
-100
2604
$25K ﹤0.01%
11,018
2605
$25K ﹤0.01%
1,199
2606
$25K ﹤0.01%
599
+422
2607
$25K ﹤0.01%
1,340
-600
2608
$25K ﹤0.01%
7,000
+500
2609
$25K ﹤0.01%
705
-308
2610
$25K ﹤0.01%
690
2611
$25K ﹤0.01%
1,500
+600
2612
$25K ﹤0.01%
500
2613
$25K ﹤0.01%
381
+255
2614
$25K ﹤0.01%
2,121
2615
$25K ﹤0.01%
320
-62
2616
$25K ﹤0.01%
400
2617
$25K ﹤0.01%
1,161
2618
$25K ﹤0.01%
430
+310
2619
$25K ﹤0.01%
501
2620
$25K ﹤0.01%
+2,439
2621
$25K ﹤0.01%
1,602
-35
2622
$25K ﹤0.01%
1,334
2623
$25K ﹤0.01%
+1,600
2624
$25K ﹤0.01%
2,997
-300
2625
$25K ﹤0.01%
2,713
+1,057
103 104
105
106 107