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
3676
$4K ﹤0.01%
215
3677
$4K ﹤0.01%
3,600
3678
$4K ﹤0.01%
3,000
3679
$4K ﹤0.01%
250
3680
$4K ﹤0.01%
646
+74
3681
$4K ﹤0.01%
450
+200
3682
$4K ﹤0.01%
+450
3683
$4K ﹤0.01%
+700
3684
$4K ﹤0.01%
300
+100
3685
$4K ﹤0.01%
150
3686
$4K ﹤0.01%
96
3687
$4K ﹤0.01%
2,000
3688
$4K ﹤0.01%
169
-3,698
3689
$4K ﹤0.01%
2,002
-4,200
3690
$4K ﹤0.01%
3,000
-3,000
3691
$4K ﹤0.01%
300
3692
$4K ﹤0.01%
100
3693
$4K ﹤0.01%
370
+200
3694
$4K ﹤0.01%
134
-166
3695
$4K ﹤0.01%
+200
3696
$4K ﹤0.01%
1,093
3697
$4K ﹤0.01%
500
-300
3698
$4K ﹤0.01%
1,000
3699
$4K ﹤0.01%
196
-19
3700
$4K ﹤0.01%
+77
146 147
148
149 150