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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
2776
$20K ﹤0.01%
639
+3
2777
$20K ﹤0.01%
283
+170
2778
$20K ﹤0.01%
452
2779
$20K ﹤0.01%
775
2780
$20K ﹤0.01%
1,109
-72
2781
$20K ﹤0.01%
447
2782
$20K ﹤0.01%
1,322
2783
$20K ﹤0.01%
800
+400
2784
$20K ﹤0.01%
699
+42
2785
$20K ﹤0.01%
3,341
2786
$20K ﹤0.01%
548
+148
2787
$20K ﹤0.01%
582
-149
2788
$20K ﹤0.01%
330
+100
2789
$20K ﹤0.01%
779
-2,000
2790
$20K ﹤0.01%
597
-30
2791
$20K ﹤0.01%
1,559
2792
$20K ﹤0.01%
+5,000
2793
$20K ﹤0.01%
1,000
+910
2794
$20K ﹤0.01%
4,000
-1,000
2795
$20K ﹤0.01%
400
-400
2796
$20K ﹤0.01%
211
-86
2797
$20K ﹤0.01%
17,225
2798
$20K ﹤0.01%
1,483
+29
2799
$20K ﹤0.01%
1,407
2800
$20K ﹤0.01%
1,700
+1,500
110 111
112
113 114