We are live on ! Find out more
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
3001
$14K ﹤0.01%
1,000
3002
$14K ﹤0.01%
+160
3003
$14K ﹤0.01%
122
+108
3004
$14K ﹤0.01%
284
-561
3005
$14K ﹤0.01%
400
+200
3006
$14K ﹤0.01%
340
3007
$14K ﹤0.01%
25
+20
3008
$14K ﹤0.01%
+580
3009
$14K ﹤0.01%
2,383
-2,957
3010
$14K ﹤0.01%
60
+52
3011
$14K ﹤0.01%
+2,500
3012
$14K ﹤0.01%
+1,887
3013
$14K ﹤0.01%
10
3014
$14K ﹤0.01%
589
+20
3015
$14K ﹤0.01%
+430
3016
$14K ﹤0.01%
550
3017
$13K ﹤0.01%
201
3018
$13K ﹤0.01%
3,080
3019
$13K ﹤0.01%
2,100
-1,000
3020
$13K ﹤0.01%
2,275
+200
3021
$13K ﹤0.01%
+12
3022
$13K ﹤0.01%
394
-3,787
3023
$13K ﹤0.01%
752
3024
$13K ﹤0.01%
+567
3025
$13K ﹤0.01%
447
-122
119 120
121
122 123