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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
3426
$7K ﹤0.01%
2,500
-300
3427
$7K ﹤0.01%
200
3428
$7K ﹤0.01%
2,000
3429
$7K ﹤0.01%
+10,000
3430
$7K ﹤0.01%
482
3431
$7K ﹤0.01%
200
3432
$7K ﹤0.01%
2,000
3433
$7K ﹤0.01%
382
-163
3434
$7K ﹤0.01%
200
3435
$7K ﹤0.01%
3,500
-23,651
3436
$7K ﹤0.01%
1,000
3437
$7K ﹤0.01%
6,800
-3,800
3438
$7K ﹤0.01%
323
3439
$7K ﹤0.01%
300
3440
$7K ﹤0.01%
300
+150
3441
$7K ﹤0.01%
+450
3442
$7K ﹤0.01%
471
3443
$7K ﹤0.01%
1,500
3444
$7K ﹤0.01%
1,387
+1,223
3445
$7K ﹤0.01%
600
-2,000
3446
$7K ﹤0.01%
1,091
-1,114
3447
$7K ﹤0.01%
200
-1,700
3448
$7K ﹤0.01%
7,500
3449
$6K ﹤0.01%
300
-400
3450
$6K ﹤0.01%
300
136 137
138
139 140