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
3501
$6K ﹤0.01%
52
3502
$6K ﹤0.01%
500
-1,000
3503
$6K ﹤0.01%
300
3504
$6K ﹤0.01%
5
3505
$6K ﹤0.01%
353
-610
3506
$6K ﹤0.01%
186
3507
$6K ﹤0.01%
300
3508
$6K ﹤0.01%
1,023
3509
$6K ﹤0.01%
200
3510
$6K ﹤0.01%
145
3511
$6K ﹤0.01%
1,500
-900
3512
$6K ﹤0.01%
300
-400
3513
$6K ﹤0.01%
255
3514
$6K ﹤0.01%
434
-200
3515
$6K ﹤0.01%
600
3516
$6K ﹤0.01%
3,000
3517
$6K ﹤0.01%
+223
3518
$6K ﹤0.01%
1,100
3519
$6K ﹤0.01%
1,244
3520
$6K ﹤0.01%
200
3521
$6K ﹤0.01%
600
-2,800
3522
$6K ﹤0.01%
200
3523
$6K ﹤0.01%
151
-36
3524
$5K ﹤0.01%
400
-1,780
3525
$5K ﹤0.01%
675
139 140
141
142 143