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
2676
$23K ﹤0.01%
1,023
-2,711
2677
$23K ﹤0.01%
437
2678
$23K ﹤0.01%
385
+16
2679
$23K ﹤0.01%
429
2680
$23K ﹤0.01%
700
2681
$23K ﹤0.01%
1,200
+1,000
2682
$23K ﹤0.01%
200
+189
2683
$23K ﹤0.01%
388
-281
2684
$23K ﹤0.01%
528
-68
2685
$23K ﹤0.01%
431
+231
2686
$23K ﹤0.01%
1,032
+600
2687
$23K ﹤0.01%
4,600
2688
$23K ﹤0.01%
7,735
-642
2689
$23K ﹤0.01%
222
2690
$23K ﹤0.01%
5,741
+1,647
2691
$23K ﹤0.01%
119
2692
$23K ﹤0.01%
1,450
-200
2693
$23K ﹤0.01%
904
2694
$23K ﹤0.01%
1,202
+1,000
2695
$23K ﹤0.01%
64,034
2696
$23K ﹤0.01%
491
+407
2697
$23K ﹤0.01%
500
2698
$22K ﹤0.01%
+685
2699
$22K ﹤0.01%
+1,500
2700
$22K ﹤0.01%
350
106 107
108
109 110