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
3601
$5K ﹤0.01%
+1,000
3602
$5K ﹤0.01%
+200
3603
$5K ﹤0.01%
168
3604
$5K ﹤0.01%
1,200
-200
3605
$5K ﹤0.01%
+2,000
3606
$5K ﹤0.01%
13,030
3607
$5K ﹤0.01%
+537
3608
$5K ﹤0.01%
259
-5,800
3609
$5K ﹤0.01%
1,404
3610
$5K ﹤0.01%
+400
3611
$5K ﹤0.01%
+5
3612
$5K ﹤0.01%
330
-202
3613
$5K ﹤0.01%
200
-2,523
3614
$5K ﹤0.01%
1,000
3615
$5K ﹤0.01%
+9
3616
$5K ﹤0.01%
775
3617
$5K ﹤0.01%
202
3618
$5K ﹤0.01%
400
-1,780
3619
$5K ﹤0.01%
675
3620
$5K ﹤0.01%
220
+50
3621
$5K ﹤0.01%
700
3622
$5K ﹤0.01%
+250
3623
$4K ﹤0.01%
65
3624
$4K ﹤0.01%
1,875
+1,300
3625
$4K ﹤0.01%
25
143 144
145
146 147