We are live on ! Find out more
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
2801
$20K ﹤0.01%
19,825
-17,793
2802
$20K ﹤0.01%
2,500
2803
$20K ﹤0.01%
658
-49
2804
$20K ﹤0.01%
12,544
-1,900
2805
$20K ﹤0.01%
+3,200
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%
600
2813
$19K ﹤0.01%
250
2814
$19K ﹤0.01%
321
2815
$19K ﹤0.01%
1,941
-10,113
2816
$19K ﹤0.01%
700
-300
2817
$19K ﹤0.01%
+213
2818
$19K ﹤0.01%
400
2819
$19K ﹤0.01%
2,888
+600
2820
$19K ﹤0.01%
4,973
-103
2821
$19K ﹤0.01%
+3,000
2822
$19K ﹤0.01%
1,748
+65
2823
$19K ﹤0.01%
1,456
+456
2824
$19K ﹤0.01%
1,778
+1,200
2825
$19K ﹤0.01%
579
-30
111 112
113
114 115