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
2626
$25K ﹤0.01%
1,481
2627
$25K ﹤0.01%
890
+200
2628
$25K ﹤0.01%
727
+633
2629
$25K ﹤0.01%
1,850
+200
2630
$25K ﹤0.01%
535
2631
$25K ﹤0.01%
8,100
+7,600
2632
$25K ﹤0.01%
1,902
+652
2633
$25K ﹤0.01%
276
+126
2634
$25K ﹤0.01%
3,700
2635
$25K ﹤0.01%
478
+396
2636
$25K ﹤0.01%
225
-20
2637
$24K ﹤0.01%
6
+3
2638
$24K ﹤0.01%
742
+300
2639
$24K ﹤0.01%
13,600
+6,500
2640
$24K ﹤0.01%
1,434
-6
2641
$24K ﹤0.01%
+600
2642
$24K ﹤0.01%
1,923
-45
2643
$24K ﹤0.01%
2,350
+100
2644
$24K ﹤0.01%
+1,625
2645
$24K ﹤0.01%
3,200
2646
$24K ﹤0.01%
4,000
2647
$24K ﹤0.01%
500
2648
$24K ﹤0.01%
3,276
+2,264
2649
$24K ﹤0.01%
750
2650
$24K ﹤0.01%
7,000
+2,000
104 105
106
107 108