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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
3551
$5K ﹤0.01%
200
3552
$5K ﹤0.01%
83
+27
3553
$5K ﹤0.01%
120
3554
$5K ﹤0.01%
42
-766
3555
$5K ﹤0.01%
202
3556
$5K ﹤0.01%
+16,000
3557
$5K ﹤0.01%
400
-1,780
3558
$5K ﹤0.01%
220
+50
3559
$5K ﹤0.01%
400
-700
3560
$5K ﹤0.01%
500
3561
$5K ﹤0.01%
1,221
+1,003
3562
$5K ﹤0.01%
1,251
3563
$5K ﹤0.01%
+170
3564
$5K ﹤0.01%
150
-50
3565
$5K ﹤0.01%
700
3566
$5K ﹤0.01%
+250
3567
$5K ﹤0.01%
1,300
-3,000
3568
$5K ﹤0.01%
400
3569
$5K ﹤0.01%
215
3570
$5K ﹤0.01%
2,734
3571
$5K ﹤0.01%
18,500
3572
$5K ﹤0.01%
109
-124
3573
$5K ﹤0.01%
+1,000
3574
$5K ﹤0.01%
+300
3575
$5K ﹤0.01%
183
-316
141 142
143
144 145