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
2826
$19K ﹤0.01%
+3,500
2827
$19K ﹤0.01%
1,010
-490
2828
$19K ﹤0.01%
1,332
-2
2829
$19K ﹤0.01%
5,000
+4,600
2830
$19K ﹤0.01%
300
-100
2831
$19K ﹤0.01%
600
-300
2832
$19K ﹤0.01%
300
2833
$19K ﹤0.01%
1,100
2834
$19K ﹤0.01%
500
2835
$19K ﹤0.01%
390
2836
$19K ﹤0.01%
1,363
2837
$19K ﹤0.01%
198
+100
2838
$18K ﹤0.01%
1,374
2839
$18K ﹤0.01%
1,225
2840
$18K ﹤0.01%
700
2841
$18K ﹤0.01%
122
+100
2842
$18K ﹤0.01%
500
2843
$18K ﹤0.01%
+1,125
2844
$18K ﹤0.01%
+86
2845
$18K ﹤0.01%
314
+5
2846
$18K ﹤0.01%
1,000
+500
2847
$18K ﹤0.01%
402
-60
2848
$18K ﹤0.01%
+337
2849
$18K ﹤0.01%
413
2850
$18K ﹤0.01%
1,782
-807
112 113
114
115 116