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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
3676
$4K ﹤0.01%
646
+74
3677
$4K ﹤0.01%
450
+200
3678
$4K ﹤0.01%
+450
3679
$4K ﹤0.01%
+700
3680
$4K ﹤0.01%
300
+100
3681
$4K ﹤0.01%
150
3682
$4K ﹤0.01%
96
3683
$4K ﹤0.01%
2,000
3684
$4K ﹤0.01%
+169
3685
$4K ﹤0.01%
2,002
-4,200
3686
$4K ﹤0.01%
3,000
-3,000
3687
$4K ﹤0.01%
300
3688
$4K ﹤0.01%
100
3689
$4K ﹤0.01%
370
+200
3690
$4K ﹤0.01%
134
-166
3691
$4K ﹤0.01%
+200
3692
$4K ﹤0.01%
1,093
3693
$4K ﹤0.01%
500
-300
3694
$4K ﹤0.01%
1,000
3695
$4K ﹤0.01%
196
-19
3696
$4K ﹤0.01%
+77
3697
$4K ﹤0.01%
1,000
-1,200
3698
$4K ﹤0.01%
983
3699
$4K ﹤0.01%
600
3700
$4K ﹤0.01%
+500
146 147
148
149 150