Creative Planning

Creative Planning Portfolio holdings

AUM $131B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
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
4,741
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$86.4M
3
+$75.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$71.4M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$65M

Top Sells

1
+$48.9M
2
+$39.8M
3
+$30.7M
4
VV icon
Vanguard Large-Cap ETF
VV
+$21M
5
SBGI icon
Sinclair Inc
SBGI
+$19.7M

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
3151
$11K ﹤0.01%
330
-521
3152
$11K ﹤0.01%
+1,362
3153
$11K ﹤0.01%
200
3154
$11K ﹤0.01%
750
3155
$11K ﹤0.01%
416
+16
3156
$11K ﹤0.01%
3,000
3157
$11K ﹤0.01%
433
+405
3158
$11K ﹤0.01%
2,790
+1,280
3159
$11K ﹤0.01%
175
3160
$11K ﹤0.01%
2,000
3161
$11K ﹤0.01%
839
3162
$11K ﹤0.01%
+300
3163
$11K ﹤0.01%
2,320
3164
$11K ﹤0.01%
268
+222
3165
$11K ﹤0.01%
100
3166
$11K ﹤0.01%
2,000
3167
$11K ﹤0.01%
211
3168
$11K ﹤0.01%
600
3169
$11K ﹤0.01%
381
-387
3170
$11K ﹤0.01%
+400
3171
$11K ﹤0.01%
1,022
3172
$11K ﹤0.01%
32,360
3173
$11K ﹤0.01%
2,000
3174
$11K ﹤0.01%
200
3175
$11K ﹤0.01%
125
125 126
127
128 129