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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
3501
$6K ﹤0.01%
300
3502
$6K ﹤0.01%
1,023
3503
$6K ﹤0.01%
200
3504
$6K ﹤0.01%
145
3505
$6K ﹤0.01%
1,500
-900
3506
$6K ﹤0.01%
255
3507
$6K ﹤0.01%
434
-200
3508
$6K ﹤0.01%
600
3509
$6K ﹤0.01%
3,000
3510
$6K ﹤0.01%
+223
3511
$6K ﹤0.01%
1,100
3512
$6K ﹤0.01%
1,244
3513
$6K ﹤0.01%
200
3514
$6K ﹤0.01%
600
-2,800
3515
$6K ﹤0.01%
+200
3516
$6K ﹤0.01%
200
3517
$6K ﹤0.01%
151
-36
3518
$6K ﹤0.01%
758
-295
3519
$6K ﹤0.01%
+61
3520
$6K ﹤0.01%
400
3521
$6K ﹤0.01%
800
3522
$6K ﹤0.01%
648
-45
3523
$6K ﹤0.01%
502
+500
3524
$5K ﹤0.01%
752
-18
3525
$5K ﹤0.01%
300
139 140
141
142 143