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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
3226
$10K ﹤0.01%
1,000
3227
$10K ﹤0.01%
319
+14
3228
$10K ﹤0.01%
400
3229
$10K ﹤0.01%
233
-100
3230
$10K ﹤0.01%
159
3231
$10K ﹤0.01%
541
3232
$10K ﹤0.01%
727
3233
$10K ﹤0.01%
285
-139
3234
$10K ﹤0.01%
+850
3235
$10K ﹤0.01%
500
3236
$10K ﹤0.01%
300
-7,986
3237
$10K ﹤0.01%
136
3238
$10K ﹤0.01%
+400
3239
$10K ﹤0.01%
1,695
3240
$9K ﹤0.01%
225
3241
$9K ﹤0.01%
338
+67
3242
$9K ﹤0.01%
649
3243
$9K ﹤0.01%
4,620
3244
$9K ﹤0.01%
1,206
-705
3245
$9K ﹤0.01%
299
3246
$9K ﹤0.01%
42
-108
3247
$9K ﹤0.01%
435
3248
$9K ﹤0.01%
500
+100
3249
$9K ﹤0.01%
525
-49,975
3250
$9K ﹤0.01%
2,117
+1,250
128 129
130
131 132