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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
3126
$12K ﹤0.01%
+400
3127
$12K ﹤0.01%
411
-260
3128
$12K ﹤0.01%
+1,000
3129
$12K ﹤0.01%
+214
3130
$12K ﹤0.01%
1,000
-186
3131
$12K ﹤0.01%
428
-333
3132
$12K ﹤0.01%
900
3133
$12K ﹤0.01%
740
+529
3134
$12K ﹤0.01%
1,850
+350
3135
$12K ﹤0.01%
428
+45
3136
$12K ﹤0.01%
2,500
+500
3137
$12K ﹤0.01%
+5,000
3138
$12K ﹤0.01%
800
-1,550
3139
$12K ﹤0.01%
860
3140
$12K ﹤0.01%
10,050
+9,913
3141
$11K ﹤0.01%
+400
3142
$11K ﹤0.01%
580
+80
3143
$11K ﹤0.01%
643
3144
$11K ﹤0.01%
300
3145
$11K ﹤0.01%
129
+73
3146
$11K ﹤0.01%
863
+18
3147
$11K ﹤0.01%
256
+106
3148
$11K ﹤0.01%
330
-521
3149
$11K ﹤0.01%
+1,362
3150
$11K ﹤0.01%
200
124 125
126
127 128