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
2776
$20K ﹤0.01%
597
-30
2777
$20K ﹤0.01%
1,559
2778
$20K ﹤0.01%
1,700
+1,500
2779
$20K ﹤0.01%
1,407
2780
$20K ﹤0.01%
3,250
+750
2781
$20K ﹤0.01%
1,300
-800
2782
$20K ﹤0.01%
658
-49
2783
$20K ﹤0.01%
12,544
-1,900
2784
$20K ﹤0.01%
500
2785
$20K ﹤0.01%
353
+100
2786
$20K ﹤0.01%
639
+3
2787
$20K ﹤0.01%
283
+170
2788
$20K ﹤0.01%
452
2789
$20K ﹤0.01%
+2,200
2790
$20K ﹤0.01%
775
2791
$20K ﹤0.01%
1,109
-72
2792
$20K ﹤0.01%
447
2793
$20K ﹤0.01%
1,322
2794
$20K ﹤0.01%
800
+400
2795
$20K ﹤0.01%
699
+42
2796
$20K ﹤0.01%
3,341
2797
$20K ﹤0.01%
+5,000
2798
$20K ﹤0.01%
1,000
+910
2799
$20K ﹤0.01%
4,000
-1,000
2800
$20K ﹤0.01%
400
-400
110 111
112
113 114