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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
2751
$21K ﹤0.01%
173
2752
$21K ﹤0.01%
1,027
-100
2753
$21K ﹤0.01%
+67
2754
$21K ﹤0.01%
702
+600
2755
$21K ﹤0.01%
1,250
2756
$21K ﹤0.01%
+775
2757
$21K ﹤0.01%
1,536
2758
$21K ﹤0.01%
1,382
+500
2759
$21K ﹤0.01%
2,500
-1,050
2760
$21K ﹤0.01%
363
2761
$21K ﹤0.01%
639
-150
2762
$21K ﹤0.01%
1,400
2763
$21K ﹤0.01%
1,422
+131
2764
$21K ﹤0.01%
660
2765
$21K ﹤0.01%
3,282
2766
$21K ﹤0.01%
540
+500
2767
$21K ﹤0.01%
242
+14
2768
$21K ﹤0.01%
488
2769
$20K ﹤0.01%
+2,200
2770
$20K ﹤0.01%
3,250
+750
2771
$20K ﹤0.01%
1,300
-800
2772
$20K ﹤0.01%
+1,516
2773
$20K ﹤0.01%
1,500
2774
$20K ﹤0.01%
500
2775
$20K ﹤0.01%
353
+100
109 110
111
112 113