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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
3601
$5K ﹤0.01%
912
3602
$5K ﹤0.01%
208
3603
$5K ﹤0.01%
43
3604
$5K ﹤0.01%
350
3605
$5K ﹤0.01%
+1,000
3606
$5K ﹤0.01%
+200
3607
$5K ﹤0.01%
168
3608
$5K ﹤0.01%
+2,000
3609
$5K ﹤0.01%
438
-680
3610
$5K ﹤0.01%
100
-15
3611
$5K ﹤0.01%
120
3612
$5K ﹤0.01%
309
3613
$5K ﹤0.01%
+489
3614
$5K ﹤0.01%
300
3615
$5K ﹤0.01%
131
-150
3616
$5K ﹤0.01%
+500
3617
$5K ﹤0.01%
8
+3
3618
$5K ﹤0.01%
+200
3619
$5K ﹤0.01%
4
3620
$5K ﹤0.01%
+38
3621
$5K ﹤0.01%
572
3622
$5K ﹤0.01%
+1,000
3623
$4K ﹤0.01%
280
3624
$4K ﹤0.01%
65
3625
$4K ﹤0.01%
1,875
+1,300
143 144
145
146 147