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
3526
$5K ﹤0.01%
+5
3527
$5K ﹤0.01%
400
-300
3528
$5K ﹤0.01%
1,000
3529
$5K ﹤0.01%
43
3530
$5K ﹤0.01%
752
-18
3531
$5K ﹤0.01%
300
3532
$5K ﹤0.01%
482
-1,018
3533
$5K ﹤0.01%
+50
3534
$5K ﹤0.01%
100
3535
$5K ﹤0.01%
330
-202
3536
$5K ﹤0.01%
200
-2,523
3537
$5K ﹤0.01%
1,000
3538
$5K ﹤0.01%
+9
3539
$5K ﹤0.01%
912
3540
$5K ﹤0.01%
208
3541
$5K ﹤0.01%
500
3542
$5K ﹤0.01%
500
3543
$5K ﹤0.01%
120
3544
$5K ﹤0.01%
95
-57
3545
$5K ﹤0.01%
116
-590
3546
$5K ﹤0.01%
200
3547
$5K ﹤0.01%
400
3548
$5K ﹤0.01%
250
3549
$5K ﹤0.01%
167
3550
$5K ﹤0.01%
+54
140 141
142
143 144