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
2926
$16K ﹤0.01%
1,159
+900
2927
$16K ﹤0.01%
1,636
+1,140
2928
$16K ﹤0.01%
500
2929
$16K ﹤0.01%
606
2930
$16K ﹤0.01%
1,373
2931
$16K ﹤0.01%
186
-300
2932
$16K ﹤0.01%
700
+200
2933
$16K ﹤0.01%
1,000
2934
$16K ﹤0.01%
1,085
+387
2935
$16K ﹤0.01%
755
-150
2936
$16K ﹤0.01%
7,300
-8,050
2937
$16K ﹤0.01%
7,100
+2,100
2938
$16K ﹤0.01%
+800
2939
$16K ﹤0.01%
+500
2940
$16K ﹤0.01%
4,500
-2,500
2941
$16K ﹤0.01%
347
2942
$16K ﹤0.01%
1,000
2943
$16K ﹤0.01%
1,000
2944
$16K ﹤0.01%
1,534
+820
2945
$16K ﹤0.01%
+922
2946
$16K ﹤0.01%
2,550
+2,148
2947
$16K ﹤0.01%
310
-1,000
2948
$16K ﹤0.01%
2,000
2949
$15K ﹤0.01%
3,280
-5,875
2950
$15K ﹤0.01%
862
116 117
118
119 120