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
3576
$5K ﹤0.01%
700
3577
$5K ﹤0.01%
+250
3578
$5K ﹤0.01%
1,300
-3,000
3579
$5K ﹤0.01%
400
3580
$5K ﹤0.01%
215
3581
$5K ﹤0.01%
2,734
3582
$5K ﹤0.01%
18,500
3583
$5K ﹤0.01%
438
-680
3584
$5K ﹤0.01%
100
-15
3585
$5K ﹤0.01%
120
3586
$5K ﹤0.01%
309
3587
$5K ﹤0.01%
+489
3588
$5K ﹤0.01%
300
3589
$5K ﹤0.01%
131
-150
3590
$5K ﹤0.01%
+500
3591
$5K ﹤0.01%
8
+3
3592
$5K ﹤0.01%
+200
3593
$5K ﹤0.01%
4
3594
$5K ﹤0.01%
+38
3595
$5K ﹤0.01%
572
3596
$5K ﹤0.01%
109
-124
3597
$5K ﹤0.01%
+1,000
3598
$5K ﹤0.01%
+300
3599
$5K ﹤0.01%
183
-316
3600
$5K ﹤0.01%
300
142 143
144
145 146