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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
3476
$6K ﹤0.01%
109
+100
3477
$6K ﹤0.01%
405
3478
$6K ﹤0.01%
1,000
3479
$6K ﹤0.01%
134
-100
3480
$6K ﹤0.01%
500
3481
$6K ﹤0.01%
153
+53
3482
$6K ﹤0.01%
800
+460
3483
$6K ﹤0.01%
450
3484
$6K ﹤0.01%
100
3485
$6K ﹤0.01%
314
+48
3486
$6K ﹤0.01%
500
3487
$6K ﹤0.01%
8
3488
$6K ﹤0.01%
200
3489
$6K ﹤0.01%
140
3490
$6K ﹤0.01%
+200
3491
$6K ﹤0.01%
118
+74
3492
$6K ﹤0.01%
1,200
3493
$6K ﹤0.01%
556
3494
$6K ﹤0.01%
210
3495
$6K ﹤0.01%
116
+16
3496
$6K ﹤0.01%
52
3497
$6K ﹤0.01%
500
-1,000
3498
$6K ﹤0.01%
5
3499
$6K ﹤0.01%
353
-610
3500
$6K ﹤0.01%
186
138 139
140
141 142