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Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
4,742
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$91.3M
3
+$75.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$72M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$65.5M

Top Sells

1
+$50.4M
2
+$43.5M
3
+$32.7M
4
VV icon
Vanguard Large-Cap ETF
VV
+$21.1M
5
SBGI icon
Sinclair Inc
SBGI
+$19.3M

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
2651
$24K ﹤0.01%
2,266
+1,286
2652
$24K ﹤0.01%
753
2653
$24K ﹤0.01%
4,032
2654
$24K ﹤0.01%
1,000
-300
2655
$24K ﹤0.01%
1,581
+24
2656
$24K ﹤0.01%
1,531
+1,007
2657
$24K ﹤0.01%
1,632
+1,500
2658
$24K ﹤0.01%
742
+300
2659
$24K ﹤0.01%
13,600
+6,500
2660
$24K ﹤0.01%
500
2661
$24K ﹤0.01%
1,434
-6
2662
$24K ﹤0.01%
+600
2663
$24K ﹤0.01%
1,923
-45
2664
$24K ﹤0.01%
2,350
+100
2665
$24K ﹤0.01%
+1,625
2666
$24K ﹤0.01%
3,200
2667
$24K ﹤0.01%
4,000
2668
$23K ﹤0.01%
412
+64
2669
$23K ﹤0.01%
1,989
+119
2670
$23K ﹤0.01%
1,078
-95
2671
$23K ﹤0.01%
560
2672
$23K ﹤0.01%
676
+46
2673
$23K ﹤0.01%
2,312
+1,000
2674
$23K ﹤0.01%
2,810
+1,170
2675
$23K ﹤0.01%
+13
105 106
107
108 109