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
2901
$16K ﹤0.01%
22
+18
2902
$16K ﹤0.01%
1,000
2903
$16K ﹤0.01%
706
2904
$16K ﹤0.01%
4,000
2905
$16K ﹤0.01%
+1,000
2906
$16K ﹤0.01%
524
+109
2907
$16K ﹤0.01%
500
2908
$16K ﹤0.01%
47
2909
$16K ﹤0.01%
731
2910
$16K ﹤0.01%
32
-34
2911
$16K ﹤0.01%
870
-200
2912
$16K ﹤0.01%
+901
2913
$16K ﹤0.01%
301
2914
$16K ﹤0.01%
296
-80
2915
$16K ﹤0.01%
1,500
+463
2916
$16K ﹤0.01%
400
-100
2917
$16K ﹤0.01%
726
+253
2918
$16K ﹤0.01%
+1,000
2919
$16K ﹤0.01%
2,141
+169
2920
$16K ﹤0.01%
1,646
+236
2921
$16K ﹤0.01%
1
2922
$16K ﹤0.01%
1,200
+600
2923
$16K ﹤0.01%
1,609
2924
$16K ﹤0.01%
308
+300
2925
$16K ﹤0.01%
1,000
115 116
117
118 119