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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
2976
$15K ﹤0.01%
375
2977
$15K ﹤0.01%
1,000
2978
$15K ﹤0.01%
471
-336
2979
$15K ﹤0.01%
1,000
-1,495
2980
$14K ﹤0.01%
300
-4,399
2981
$14K ﹤0.01%
531
2982
$14K ﹤0.01%
32
-40
2983
$14K ﹤0.01%
+2
2984
$14K ﹤0.01%
2,000
2985
$14K ﹤0.01%
1,300
+400
2986
$14K ﹤0.01%
1,000
2987
$14K ﹤0.01%
8,564
-1,840
2988
$14K ﹤0.01%
419
+407
2989
$14K ﹤0.01%
146
-200
2990
$14K ﹤0.01%
974
2991
$14K ﹤0.01%
+410
2992
$14K ﹤0.01%
800
2993
$14K ﹤0.01%
500
2994
$14K ﹤0.01%
606
+30
2995
$14K ﹤0.01%
+782
2996
$14K ﹤0.01%
+960
2997
$14K ﹤0.01%
372
+200
2998
$14K ﹤0.01%
727
-100
2999
$14K ﹤0.01%
1,800
3000
$14K ﹤0.01%
+500
118 119
120
121 122