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
3701
$4K ﹤0.01%
1,000
-1,200
3702
$4K ﹤0.01%
983
3703
$4K ﹤0.01%
600
3704
$4K ﹤0.01%
300
3705
$4K ﹤0.01%
400
3706
$4K ﹤0.01%
200
3707
$4K ﹤0.01%
247
3708
$4K ﹤0.01%
262
3709
$4K ﹤0.01%
10,000
-20,000
3710
$4K ﹤0.01%
328
+48
3711
$4K ﹤0.01%
239
+100
3712
$4K ﹤0.01%
+251
3713
$4K ﹤0.01%
14,100
+100
3714
$4K ﹤0.01%
+400
3715
$4K ﹤0.01%
15,700
+12,500
3716
$4K ﹤0.01%
+201
3717
$4K ﹤0.01%
+63
3718
$4K ﹤0.01%
438
-1,315
3719
$4K ﹤0.01%
600
3720
$4K ﹤0.01%
305
3721
$4K ﹤0.01%
112
-344
3722
$4K ﹤0.01%
501
+1
3723
$4K ﹤0.01%
800
+500
3724
$4K ﹤0.01%
450
3725
$4K ﹤0.01%
+599
147 148
149
150 151