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
3626
$4K ﹤0.01%
100
-91
3627
$4K ﹤0.01%
121
3628
$4K ﹤0.01%
42
3629
$4K ﹤0.01%
7,400
+4,198
3630
$4K ﹤0.01%
1,294
3631
$4K ﹤0.01%
+500
3632
$4K ﹤0.01%
220
3633
$4K ﹤0.01%
+223
3634
$4K ﹤0.01%
500
3635
$4K ﹤0.01%
100
3636
$4K ﹤0.01%
387
3637
$4K ﹤0.01%
+544
3638
$4K ﹤0.01%
100
3639
$4K ﹤0.01%
+366
3640
$4K ﹤0.01%
280
3641
$4K ﹤0.01%
+117
3642
$4K ﹤0.01%
100
3643
$4K ﹤0.01%
102
-6
3644
$4K ﹤0.01%
5
-5
3645
$4K ﹤0.01%
100
3646
$4K ﹤0.01%
400
3647
$4K ﹤0.01%
195
-40
3648
$4K ﹤0.01%
+200
3649
$4K ﹤0.01%
216
3650
$4K ﹤0.01%
+100
144 145
146
147 148