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
2951
$15K ﹤0.01%
2,346
-150
2952
$15K ﹤0.01%
1,080
2953
$15K ﹤0.01%
1,400
+1,000
2954
$15K ﹤0.01%
+23,650
2955
$15K ﹤0.01%
545
-2,837
2956
$15K ﹤0.01%
1,000
2957
$15K ﹤0.01%
+4,000
2958
$15K ﹤0.01%
600
-250
2959
$15K ﹤0.01%
375
2960
$15K ﹤0.01%
1,000
2961
$15K ﹤0.01%
2,018
+3
2962
$15K ﹤0.01%
874
2963
$15K ﹤0.01%
1,000
2964
$15K ﹤0.01%
500
2965
$15K ﹤0.01%
253
-766
2966
$15K ﹤0.01%
237
-12
2967
$15K ﹤0.01%
509
-119
2968
$15K ﹤0.01%
471
-336
2969
$15K ﹤0.01%
1,000
-1,495
2970
$15K ﹤0.01%
422
+56
2971
$15K ﹤0.01%
520
+20
2972
$15K ﹤0.01%
1,799
+1,499
2973
$15K ﹤0.01%
5,313
2974
$15K ﹤0.01%
1,000
2975
$15K ﹤0.01%
1,400
117 118
119
120 121