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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
2876
$17K ﹤0.01%
375
2877
$17K ﹤0.01%
620
+1
2878
$17K ﹤0.01%
+639
2879
$17K ﹤0.01%
300
+274
2880
$17K ﹤0.01%
1,362
2881
$17K ﹤0.01%
+400
2882
$17K ﹤0.01%
1,780
-17
2883
$17K ﹤0.01%
1,359
2884
$17K ﹤0.01%
400
2885
$17K ﹤0.01%
+2,000
2886
$17K ﹤0.01%
674
2887
$17K ﹤0.01%
333
2888
$17K ﹤0.01%
223
2889
$17K ﹤0.01%
225
+95
2890
$17K ﹤0.01%
10,332
+238
2891
$17K ﹤0.01%
450
2892
$17K ﹤0.01%
644
-200
2893
$17K ﹤0.01%
2,515
2894
$17K ﹤0.01%
392
-18
2895
$17K ﹤0.01%
1,298
+1,198
2896
$16K ﹤0.01%
1,373
2897
$16K ﹤0.01%
706
2898
$16K ﹤0.01%
4,000
2899
$16K ﹤0.01%
+1,000
2900
$16K ﹤0.01%
524
+109
114 115
116
117 118