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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
3101
$12K ﹤0.01%
882
+100
3102
$12K ﹤0.01%
250
-4,050
3103
$12K ﹤0.01%
+335
3104
$12K ﹤0.01%
800
3105
$12K ﹤0.01%
+989
3106
$12K ﹤0.01%
432
-631
3107
$12K ﹤0.01%
211
+161
3108
$12K ﹤0.01%
385
-397
3109
$12K ﹤0.01%
+309
3110
$12K ﹤0.01%
+300
3111
$12K ﹤0.01%
280
3112
$12K ﹤0.01%
600
3113
$12K ﹤0.01%
100
3114
$12K ﹤0.01%
360
3115
$12K ﹤0.01%
230
3116
$12K ﹤0.01%
1,200
+200
3117
$12K ﹤0.01%
636
-1,165
3118
$12K ﹤0.01%
800
3119
$12K ﹤0.01%
+200
3120
$12K ﹤0.01%
1,524
+1,014
3121
$12K ﹤0.01%
263
3122
$12K ﹤0.01%
+1,000
3123
$12K ﹤0.01%
11
+7
3124
$12K ﹤0.01%
482
+400
3125
$12K ﹤0.01%
300
123 124
125
126 127