We are live on ! Find out more
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
3251
$9K ﹤0.01%
10,099
-527
3252
$9K ﹤0.01%
500
3253
$9K ﹤0.01%
150
3254
$9K ﹤0.01%
300
+167
3255
$9K ﹤0.01%
500
3256
$9K ﹤0.01%
109
+45
3257
$9K ﹤0.01%
+79
3258
$9K ﹤0.01%
440
+40
3259
$9K ﹤0.01%
805
+700
3260
$9K ﹤0.01%
397
3261
$9K ﹤0.01%
+1,211
3262
$9K ﹤0.01%
+600
3263
$9K ﹤0.01%
+79
3264
$9K ﹤0.01%
+1,500
3265
$9K ﹤0.01%
481
-65
3266
$9K ﹤0.01%
110
3267
$9K ﹤0.01%
230
3268
$9K ﹤0.01%
+400
3269
$9K ﹤0.01%
142
+60
3270
$9K ﹤0.01%
424
+120
3271
$9K ﹤0.01%
1,197
3272
$9K ﹤0.01%
410
-200
3273
$9K ﹤0.01%
1,900
-100
3274
$9K ﹤0.01%
600
3275
$9K ﹤0.01%
500
129 130
131
132 133