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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
2851
$18K ﹤0.01%
390
2852
$18K ﹤0.01%
406
+80
2853
$18K ﹤0.01%
1,000
2854
$18K ﹤0.01%
354
+5
2855
$18K ﹤0.01%
1,262
2856
$18K ﹤0.01%
3,000
+2,060
2857
$18K ﹤0.01%
8,300
+4,500
2858
$18K ﹤0.01%
717
+111
2859
$18K ﹤0.01%
11,932
+11,310
2860
$18K ﹤0.01%
18,000
2861
$18K ﹤0.01%
1,070
-5
2862
$18K ﹤0.01%
16,005
-30
2863
$18K ﹤0.01%
1,353
2864
$18K ﹤0.01%
697
+260
2865
$18K ﹤0.01%
115
-105
2866
$18K ﹤0.01%
1,054
-1,997
2867
$18K ﹤0.01%
18
2868
$17K ﹤0.01%
1,214
+900
2869
$17K ﹤0.01%
770
2870
$17K ﹤0.01%
1,682
-207
2871
$17K ﹤0.01%
638
-195
2872
$17K ﹤0.01%
39
2873
$17K ﹤0.01%
460
-5,947
2874
$17K ﹤0.01%
501
2875
$17K ﹤0.01%
1,600
113 114
115
116 117