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
3426
$7K ﹤0.01%
1,300
-1,000
3427
$7K ﹤0.01%
190
+42
3428
$7K ﹤0.01%
+300
3429
$7K ﹤0.01%
50
+25
3430
$7K ﹤0.01%
1,063
3431
$7K ﹤0.01%
26
3432
$7K ﹤0.01%
330
3433
$7K ﹤0.01%
18
3434
$7K ﹤0.01%
400
3435
$7K ﹤0.01%
1,000
+600
3436
$7K ﹤0.01%
400
3437
$7K ﹤0.01%
2,500
-300
3438
$7K ﹤0.01%
2,000
3439
$7K ﹤0.01%
+10,000
3440
$7K ﹤0.01%
482
3441
$7K ﹤0.01%
200
3442
$7K ﹤0.01%
2,000
3443
$7K ﹤0.01%
382
-163
3444
$7K ﹤0.01%
300
3445
$7K ﹤0.01%
300
+150
3446
$7K ﹤0.01%
+450
3447
$7K ﹤0.01%
471
3448
$7K ﹤0.01%
200
3449
$6K ﹤0.01%
200
3450
$6K ﹤0.01%
139
+39
136 137
138
139 140