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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
3201
$10K ﹤0.01%
308
+1
3202
$10K ﹤0.01%
400
-200
3203
$10K ﹤0.01%
635
-500
3204
$10K ﹤0.01%
519
3205
$10K ﹤0.01%
400
3206
$10K ﹤0.01%
500
-1,730
3207
$10K ﹤0.01%
583
3208
$10K ﹤0.01%
1,600
3209
$10K ﹤0.01%
500
-1,500
3210
$10K ﹤0.01%
400
3211
$10K ﹤0.01%
591
-94
3212
$10K ﹤0.01%
244
-94
3213
$10K ﹤0.01%
175
-125
3214
$10K ﹤0.01%
500
3215
$10K ﹤0.01%
600
3216
$10K ﹤0.01%
476
-58
3217
$10K ﹤0.01%
3,000
3218
$10K ﹤0.01%
59
3219
$10K ﹤0.01%
+334
3220
$10K ﹤0.01%
200
-400
3221
$10K ﹤0.01%
500
3222
$10K ﹤0.01%
60
3223
$10K ﹤0.01%
1,100
3224
$10K ﹤0.01%
340
+2
3225
$10K ﹤0.01%
101
-35
127 128
129
130 131