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
3251
$9K ﹤0.01%
600
3252
$9K ﹤0.01%
500
3253
$9K ﹤0.01%
338
+67
3254
$9K ﹤0.01%
649
3255
$9K ﹤0.01%
4,620
3256
$9K ﹤0.01%
1,206
-705
3257
$9K ﹤0.01%
299
3258
$9K ﹤0.01%
42
-108
3259
$9K ﹤0.01%
435
3260
$9K ﹤0.01%
1,112
+1,000
3261
$9K ﹤0.01%
225
3262
$9K ﹤0.01%
650
+300
3263
$9K ﹤0.01%
300
3264
$9K ﹤0.01%
300
3265
$9K ﹤0.01%
500
+100
3266
$9K ﹤0.01%
525
-49,975
3267
$9K ﹤0.01%
2,117
+1,250
3268
$9K ﹤0.01%
+600
3269
$9K ﹤0.01%
+79
3270
$9K ﹤0.01%
+1,500
3271
$9K ﹤0.01%
481
-65
3272
$9K ﹤0.01%
110
3273
$9K ﹤0.01%
230
3274
$9K ﹤0.01%
+400
3275
$9K ﹤0.01%
142
+60
129 130
131
132 133