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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
2951
$15K ﹤0.01%
1,000
2952
$15K ﹤0.01%
3,280
-5,875
2953
$15K ﹤0.01%
862
2954
$15K ﹤0.01%
2,346
-150
2955
$15K ﹤0.01%
500
2956
$15K ﹤0.01%
253
-766
2957
$15K ﹤0.01%
1,080
2958
$15K ﹤0.01%
1,400
+1,000
2959
$15K ﹤0.01%
237
-12
2960
$15K ﹤0.01%
509
-119
2961
$15K ﹤0.01%
422
+56
2962
$15K ﹤0.01%
520
+20
2963
$15K ﹤0.01%
1,799
+1,499
2964
$15K ﹤0.01%
5,313
2965
$15K ﹤0.01%
1,000
2966
$15K ﹤0.01%
1,400
2967
$15K ﹤0.01%
682
-314
2968
$15K ﹤0.01%
446
2969
$15K ﹤0.01%
667
-73,461
2970
$15K ﹤0.01%
2,500
2971
$15K ﹤0.01%
+23,650
2972
$15K ﹤0.01%
545
-2,837
2973
$15K ﹤0.01%
1,000
2974
$15K ﹤0.01%
+4,000
2975
$15K ﹤0.01%
600
-250
117 118
119
120 121