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
2851
$18K ﹤0.01%
500
2852
$18K ﹤0.01%
+1,125
2853
$18K ﹤0.01%
+86
2854
$18K ﹤0.01%
402
-60
2855
$18K ﹤0.01%
+337
2856
$18K ﹤0.01%
413
2857
$18K ﹤0.01%
1,188
-538
2858
$18K ﹤0.01%
390
2859
$18K ﹤0.01%
406
+80
2860
$18K ﹤0.01%
3,000
+2,060
2861
$18K ﹤0.01%
8,300
+4,500
2862
$18K ﹤0.01%
717
+111
2863
$18K ﹤0.01%
11,932
+11,310
2864
$18K ﹤0.01%
18,000
2865
$18K ﹤0.01%
1,070
-5
2866
$18K ﹤0.01%
16,005
-30
2867
$18K ﹤0.01%
1,353
2868
$17K ﹤0.01%
333
2869
$17K ﹤0.01%
223
2870
$17K ﹤0.01%
1,214
+900
2871
$17K ﹤0.01%
770
2872
$17K ﹤0.01%
1,298
+1,198
2873
$17K ﹤0.01%
501
2874
$17K ﹤0.01%
1,600
2875
$17K ﹤0.01%
375
113 114
115
116 117