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
3451
$6K ﹤0.01%
700
+500
3452
$6K ﹤0.01%
109
+100
3453
$6K ﹤0.01%
405
3454
$6K ﹤0.01%
1,000
3455
$6K ﹤0.01%
134
-100
3456
$6K ﹤0.01%
800
3457
$6K ﹤0.01%
648
-45
3458
$6K ﹤0.01%
502
+500
3459
$6K ﹤0.01%
+200
3460
$6K ﹤0.01%
118
+74
3461
$6K ﹤0.01%
1,200
3462
$6K ﹤0.01%
+200
3463
$6K ﹤0.01%
541
+16
3464
$6K ﹤0.01%
1,039
3465
$6K ﹤0.01%
200
-200
3466
$6K ﹤0.01%
+300
3467
$6K ﹤0.01%
394
3468
$6K ﹤0.01%
148
+48
3469
$6K ﹤0.01%
97
+39
3470
$6K ﹤0.01%
500
3471
$6K ﹤0.01%
+31
3472
$6K ﹤0.01%
197
+94
3473
$6K ﹤0.01%
101
3474
$6K ﹤0.01%
257
+242
3475
$6K ﹤0.01%
211
137 138
139
140 141