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
2876
$17K ﹤0.01%
620
+1
2877
$17K ﹤0.01%
+639
2878
$17K ﹤0.01%
300
+274
2879
$17K ﹤0.01%
1,362
2880
$17K ﹤0.01%
+400
2881
$17K ﹤0.01%
1,780
-17
2882
$17K ﹤0.01%
1,359
2883
$17K ﹤0.01%
400
2884
$17K ﹤0.01%
+2,000
2885
$17K ﹤0.01%
674
2886
$17K ﹤0.01%
1,682
-207
2887
$17K ﹤0.01%
638
-195
2888
$17K ﹤0.01%
39
2889
$17K ﹤0.01%
460
-5,947
2890
$17K ﹤0.01%
225
+95
2891
$17K ﹤0.01%
10,332
+238
2892
$17K ﹤0.01%
450
2893
$17K ﹤0.01%
644
-200
2894
$17K ﹤0.01%
2,515
2895
$17K ﹤0.01%
392
-18
2896
$16K ﹤0.01%
600
-505
2897
$16K ﹤0.01%
1,000
+400
2898
$16K ﹤0.01%
564
-1,000
2899
$16K ﹤0.01%
11,600
+10,500
2900
$16K ﹤0.01%
487
-18
114 115
116
117 118