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
3326
$8K ﹤0.01%
15,812
3327
$8K ﹤0.01%
500
3328
$8K ﹤0.01%
221
+170
3329
$8K ﹤0.01%
30
-7,740
3330
$8K ﹤0.01%
222
3331
$8K ﹤0.01%
225
3332
$8K ﹤0.01%
+500
3333
$8K ﹤0.01%
590
3334
$8K ﹤0.01%
300
+258
3335
$8K ﹤0.01%
425
-380
3336
$8K ﹤0.01%
608
+200
3337
$8K ﹤0.01%
2,000
-890
3338
$8K ﹤0.01%
603
-2,066
3339
$8K ﹤0.01%
2,636
+2,594
3340
$8K ﹤0.01%
700
3341
$8K ﹤0.01%
414
+4
3342
$8K ﹤0.01%
900
3343
$8K ﹤0.01%
10
3344
$8K ﹤0.01%
+730
3345
$8K ﹤0.01%
1,500
3346
$8K ﹤0.01%
533
+500
3347
$8K ﹤0.01%
571
-490
3348
$8K ﹤0.01%
230
+4
3349
$8K ﹤0.01%
+333
3350
$8K ﹤0.01%
887
132 133
134
135 136