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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
3651
$4K ﹤0.01%
5
-5
3652
$4K ﹤0.01%
100
3653
$4K ﹤0.01%
50
3654
$4K ﹤0.01%
195
-40
3655
$4K ﹤0.01%
+200
3656
$4K ﹤0.01%
216
3657
$4K ﹤0.01%
100
3658
$4K ﹤0.01%
1,000
3659
$4K ﹤0.01%
+291
3660
$4K ﹤0.01%
380
3661
$4K ﹤0.01%
5,000
3662
$4K ﹤0.01%
154
-1,822
3663
$4K ﹤0.01%
+35
3664
$4K ﹤0.01%
600
3665
$4K ﹤0.01%
+395
3666
$4K ﹤0.01%
+189
3667
$4K ﹤0.01%
9
-11
3668
$4K ﹤0.01%
100
-24
3669
$4K ﹤0.01%
+233
3670
$4K ﹤0.01%
200
-200
3671
$4K ﹤0.01%
120
3672
$4K ﹤0.01%
215
3673
$4K ﹤0.01%
3,600
3674
$4K ﹤0.01%
3,000
3675
$4K ﹤0.01%
250
145 146
147
148 149