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%
2,000
3627
$4K ﹤0.01%
100
-91
3628
$4K ﹤0.01%
+100
3629
$4K ﹤0.01%
167
-633
3630
$4K ﹤0.01%
200
3631
$4K ﹤0.01%
216
3632
$4K ﹤0.01%
+100
3633
$4K ﹤0.01%
100
3634
$4K ﹤0.01%
1,000
3635
$4K ﹤0.01%
+291
3636
$4K ﹤0.01%
+500
3637
$4K ﹤0.01%
301
3638
$4K ﹤0.01%
65
3639
$4K ﹤0.01%
1,875
+1,300
3640
$4K ﹤0.01%
25
3641
$4K ﹤0.01%
54
+9
3642
$4K ﹤0.01%
121
3643
$4K ﹤0.01%
42
3644
$4K ﹤0.01%
7,400
+4,198
3645
$4K ﹤0.01%
1,294
3646
$4K ﹤0.01%
+500
3647
$4K ﹤0.01%
220
3648
$4K ﹤0.01%
+223
3649
$4K ﹤0.01%
500
3650
$4K ﹤0.01%
100
144 145
146
147 148