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
3551
$5K ﹤0.01%
1,000
3552
$5K ﹤0.01%
+70
3553
$5K ﹤0.01%
3,012
+1,012
3554
$5K ﹤0.01%
318
+200
3555
$5K ﹤0.01%
1,023
3556
$5K ﹤0.01%
750
3557
$5K ﹤0.01%
+650
3558
$5K ﹤0.01%
+571
3559
$5K ﹤0.01%
265
3560
$5K ﹤0.01%
105
-500
3561
$5K ﹤0.01%
293
3562
$5K ﹤0.01%
200
3563
$5K ﹤0.01%
83
+27
3564
$5K ﹤0.01%
120
3565
$5K ﹤0.01%
42
-766
3566
$5K ﹤0.01%
775
3567
$5K ﹤0.01%
202
3568
$5K ﹤0.01%
+16,000
3569
$5K ﹤0.01%
220
+50
3570
$5K ﹤0.01%
400
-700
3571
$5K ﹤0.01%
500
3572
$5K ﹤0.01%
1,221
+1,003
3573
$5K ﹤0.01%
1,251
3574
$5K ﹤0.01%
+170
3575
$5K ﹤0.01%
150
-50
141 142
143
144 145