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
3476
$6K ﹤0.01%
100
-37,400
3477
$6K ﹤0.01%
200
-201
3478
$6K ﹤0.01%
300
-3,035
3479
$6K ﹤0.01%
100
3480
$6K ﹤0.01%
2,000
3481
$6K ﹤0.01%
340
3482
$6K ﹤0.01%
200
3483
$6K ﹤0.01%
100
3484
$6K ﹤0.01%
300
3485
$6K ﹤0.01%
500
3486
$6K ﹤0.01%
153
+53
3487
$6K ﹤0.01%
800
+460
3488
$6K ﹤0.01%
450
3489
$6K ﹤0.01%
100
3490
$6K ﹤0.01%
314
+48
3491
$6K ﹤0.01%
500
3492
$6K ﹤0.01%
8
3493
$6K ﹤0.01%
200
3494
$6K ﹤0.01%
140
3495
$6K ﹤0.01%
758
-295
3496
$6K ﹤0.01%
+61
3497
$6K ﹤0.01%
400
3498
$6K ﹤0.01%
556
3499
$6K ﹤0.01%
210
3500
$6K ﹤0.01%
116
+16
138 139
140
141 142