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
3276
$9K ﹤0.01%
424
+120
3277
$9K ﹤0.01%
1,197
3278
$9K ﹤0.01%
410
-200
3279
$9K ﹤0.01%
1,900
-100
3280
$9K ﹤0.01%
392
+32
3281
$9K ﹤0.01%
206
+66
3282
$9K ﹤0.01%
+700
3283
$9K ﹤0.01%
300
+44
3284
$9K ﹤0.01%
153
3285
$9K ﹤0.01%
2,000
3286
$9K ﹤0.01%
300
3287
$9K ﹤0.01%
1,000
3288
$9K ﹤0.01%
390
3289
$9K ﹤0.01%
+150
3290
$9K ﹤0.01%
1,106
+106
3291
$9K ﹤0.01%
399
3292
$9K ﹤0.01%
571
3293
$9K ﹤0.01%
650
3294
$9K ﹤0.01%
392
3295
$8K ﹤0.01%
400
-1,300
3296
$8K ﹤0.01%
500
3297
$8K ﹤0.01%
129
+16
3298
$8K ﹤0.01%
605
3299
$8K ﹤0.01%
125
3300
$8K ﹤0.01%
+161
130 131
132
133 134