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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
3401
$7K ﹤0.01%
400
3402
$7K ﹤0.01%
+327
3403
$7K ﹤0.01%
600
3404
$7K ﹤0.01%
300
3405
$7K ﹤0.01%
1,300
3406
$7K ﹤0.01%
+1,000
3407
$7K ﹤0.01%
685
-16,529
3408
$7K ﹤0.01%
1,300
-1,000
3409
$7K ﹤0.01%
+304
3410
$7K ﹤0.01%
149
-300
3411
$7K ﹤0.01%
128
3412
$7K ﹤0.01%
400
-2,300
3413
$7K ﹤0.01%
300
3414
$7K ﹤0.01%
375
3415
$7K ﹤0.01%
1,300
-1,000
3416
$7K ﹤0.01%
190
+42
3417
$7K ﹤0.01%
+300
3418
$7K ﹤0.01%
50
+25
3419
$7K ﹤0.01%
1,063
3420
$7K ﹤0.01%
26
3421
$7K ﹤0.01%
330
3422
$7K ﹤0.01%
18
3423
$7K ﹤0.01%
400
3424
$7K ﹤0.01%
1,000
+600
3425
$7K ﹤0.01%
400
135 136
137
138 139