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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
3076
$13K ﹤0.01%
567
+391
3077
$13K ﹤0.01%
312
+50
3078
$13K ﹤0.01%
250
3079
$13K ﹤0.01%
1,650
3080
$13K ﹤0.01%
2,500
3081
$13K ﹤0.01%
800
3082
$13K ﹤0.01%
360
3083
$13K ﹤0.01%
+491
3084
$13K ﹤0.01%
146
3085
$12K ﹤0.01%
+120
3086
$12K ﹤0.01%
+152
3087
$12K ﹤0.01%
324
-128
3088
$12K ﹤0.01%
1,100
-300
3089
$12K ﹤0.01%
+291
3090
$12K ﹤0.01%
500
+300
3091
$12K ﹤0.01%
+6
3092
$12K ﹤0.01%
925
3093
$12K ﹤0.01%
500
3094
$12K ﹤0.01%
+450
3095
$12K ﹤0.01%
1,000
3096
$12K ﹤0.01%
975
3097
$12K ﹤0.01%
400
3098
$12K ﹤0.01%
322
3099
$12K ﹤0.01%
780
3100
$12K ﹤0.01%
180
122 123
124
125 126