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
2826
$19K ﹤0.01%
4,973
-103
2827
$19K ﹤0.01%
+3,000
2828
$19K ﹤0.01%
1,748
+65
2829
$19K ﹤0.01%
1,456
+456
2830
$19K ﹤0.01%
1,778
+1,200
2831
$19K ﹤0.01%
1,332
-2
2832
$19K ﹤0.01%
5,000
+4,600
2833
$19K ﹤0.01%
300
-100
2834
$19K ﹤0.01%
600
-300
2835
$19K ﹤0.01%
300
2836
$19K ﹤0.01%
1,100
2837
$19K ﹤0.01%
500
2838
$18K ﹤0.01%
697
+260
2839
$18K ﹤0.01%
115
-105
2840
$18K ﹤0.01%
1,054
-1,997
2841
$18K ﹤0.01%
18
2842
$18K ﹤0.01%
1,225
2843
$18K ﹤0.01%
700
2844
$18K ﹤0.01%
314
+5
2845
$18K ﹤0.01%
1,374
2846
$18K ﹤0.01%
1,000
+500
2847
$18K ﹤0.01%
1,000
2848
$18K ﹤0.01%
354
+5
2849
$18K ﹤0.01%
1,262
2850
$18K ﹤0.01%
122
+100
112 113
114
115 116