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
2801
$20K ﹤0.01%
211
-86
2802
$20K ﹤0.01%
17,225
2803
$20K ﹤0.01%
1,483
+29
2804
$20K ﹤0.01%
19,825
-17,793
2805
$20K ﹤0.01%
2,500
2806
$19K ﹤0.01%
1,170
-416
2807
$19K ﹤0.01%
1,281
+1,080
2808
$19K ﹤0.01%
511
2809
$19K ﹤0.01%
8,013
2810
$19K ﹤0.01%
982
2811
$19K ﹤0.01%
500
2812
$19K ﹤0.01%
390
2813
$19K ﹤0.01%
1,363
2814
$19K ﹤0.01%
198
+100
2815
$19K ﹤0.01%
579
-30
2816
$19K ﹤0.01%
+3,500
2817
$19K ﹤0.01%
1,010
-490
2818
$19K ﹤0.01%
600
2819
$19K ﹤0.01%
250
2820
$19K ﹤0.01%
321
2821
$19K ﹤0.01%
1,941
-10,113
2822
$19K ﹤0.01%
700
-300
2823
$19K ﹤0.01%
+213
2824
$19K ﹤0.01%
400
2825
$19K ﹤0.01%
2,888
+600
111 112
113
114 115