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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
3576
$5K ﹤0.01%
300
3577
$5K ﹤0.01%
10
3578
$5K ﹤0.01%
300
3579
$5K ﹤0.01%
380
3580
$5K ﹤0.01%
250
-100
3581
$5K ﹤0.01%
190
-57
3582
$5K ﹤0.01%
100
-100
3583
$5K ﹤0.01%
125
3584
$5K ﹤0.01%
595
+395
3585
$5K ﹤0.01%
1,670
3586
$5K ﹤0.01%
3,633
3587
$5K ﹤0.01%
+5
3588
$5K ﹤0.01%
400
-300
3589
$5K ﹤0.01%
1,000
3590
$5K ﹤0.01%
1,200
-200
3591
$5K ﹤0.01%
13,030
3592
$5K ﹤0.01%
+537
3593
$5K ﹤0.01%
259
-5,800
3594
$5K ﹤0.01%
1,404
3595
$5K ﹤0.01%
+400
3596
$5K ﹤0.01%
330
-202
3597
$5K ﹤0.01%
200
-2,523
3598
$5K ﹤0.01%
775
3599
$5K ﹤0.01%
675
3600
$5K ﹤0.01%
+9
142 143
144
145 146