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
276
$2.35M 0.02%
16,040
+1,227
277
$2.33M 0.02%
9,418
+3,252
278
$2.3M 0.02%
24,834
+1,194
279
$2.3M 0.02%
54,670
+1,977
280
$2.27M 0.02%
38,814
-2,225
281
$2.25M 0.02%
27,896
-281
282
$2.24M 0.02%
28,516
+2,405
283
$2.21M 0.02%
21,184
-2,565
284
$2.2M 0.02%
43,188
-2,234
285
$2.2M 0.02%
53,366
+8,404
286
$2.19M 0.02%
64,286
+16,245
287
$2.18M 0.02%
24,727
-1,158
288
$2.17M 0.02%
22,411
+1,926
289
$2.17M 0.02%
21,220
+4,378
290
$2.17M 0.02%
28,533
+7,977
291
$2.16M 0.02%
57,870
+465
292
$2.15M 0.02%
45,718
+1,204
293
$2.15M 0.02%
35,452
+963
294
$2.15M 0.02%
147,900
-18,330
295
$2.14M 0.02%
42,805
-1,444
296
$2.13M 0.02%
85,776
+34,068
297
$2.13M 0.02%
93,709
+40,120
298
$2.13M 0.02%
101,749
+18,119
299
$2.09M 0.02%
68,616
+41,375
300
$2.08M 0.02%
31,762
+8,608
10 11
12
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