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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
3176
$11K ﹤0.01%
683
3177
$11K ﹤0.01%
450
3178
$11K ﹤0.01%
4,089
3179
$11K ﹤0.01%
600
3180
$11K ﹤0.01%
2,250
3181
$11K ﹤0.01%
6,900
+1,500
3182
$11K ﹤0.01%
2,920
3183
$11K ﹤0.01%
228
3184
$11K ﹤0.01%
2,300
+2,000
3185
$11K ﹤0.01%
869
3186
$11K ﹤0.01%
+1,000
3187
$11K ﹤0.01%
937
+100
3188
$10K ﹤0.01%
1,000
3189
$10K ﹤0.01%
800
-2,000
3190
$10K ﹤0.01%
375
3191
$10K ﹤0.01%
1,350
-385
3192
$10K ﹤0.01%
3,231
+1,560
3193
$10K ﹤0.01%
+200
3194
$10K ﹤0.01%
3,740
3195
$10K ﹤0.01%
510
3196
$10K ﹤0.01%
+400
3197
$10K ﹤0.01%
426
3198
$10K ﹤0.01%
2,000
3199
$10K ﹤0.01%
854
3200
$10K ﹤0.01%
1,062
+12
126 127
128
129 130