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
2751
$21K ﹤0.01%
+775
2752
$21K ﹤0.01%
1,536
2753
$21K ﹤0.01%
450
2754
$21K ﹤0.01%
710
2755
$21K ﹤0.01%
854
2756
$21K ﹤0.01%
+534
2757
$21K ﹤0.01%
500
2758
$21K ﹤0.01%
372
2759
$21K ﹤0.01%
1,000
2760
$21K ﹤0.01%
629
+575
2761
$21K ﹤0.01%
173
2762
$21K ﹤0.01%
1,382
+500
2763
$21K ﹤0.01%
2,500
-1,050
2764
$21K ﹤0.01%
363
2765
$21K ﹤0.01%
639
-150
2766
$21K ﹤0.01%
1,400
2767
$21K ﹤0.01%
1,422
+131
2768
$21K ﹤0.01%
660
2769
$20K ﹤0.01%
+1,516
2770
$20K ﹤0.01%
1,500
2771
$20K ﹤0.01%
548
+148
2772
$20K ﹤0.01%
582
-149
2773
$20K ﹤0.01%
330
+100
2774
$20K ﹤0.01%
779
-2,000
2775
$20K ﹤0.01%
+3,200
109 110
111
112 113