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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
3051
$13K ﹤0.01%
900
3052
$13K ﹤0.01%
473
-230
3053
$13K ﹤0.01%
488
+288
3054
$13K ﹤0.01%
2,000
3055
$13K ﹤0.01%
116
+105
3056
$13K ﹤0.01%
351
+151
3057
$13K ﹤0.01%
1,002
3058
$13K ﹤0.01%
576
3059
$13K ﹤0.01%
1,600
3060
$13K ﹤0.01%
400
3061
$13K ﹤0.01%
467
3062
$13K ﹤0.01%
300
3063
$13K ﹤0.01%
1,145
+586
3064
$13K ﹤0.01%
1,000
3065
$13K ﹤0.01%
2,400
+400
3066
$13K ﹤0.01%
3,000
-800
3067
$13K ﹤0.01%
559
3068
$13K ﹤0.01%
290
+200
3069
$13K ﹤0.01%
+336
3070
$13K ﹤0.01%
600
-400
3071
$13K ﹤0.01%
+400
3072
$13K ﹤0.01%
816
-5,986
3073
$13K ﹤0.01%
500
3074
$13K ﹤0.01%
871
-500
3075
$13K ﹤0.01%
447
+297
121 122
123
124 125