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
351
$1.72M 0.01%
60,414
-176
352
$1.64M 0.01%
8,822
+1,068
353
$1.64M 0.01%
81,371
+33,660
354
$1.64M 0.01%
51,087
-3,431
355
$1.64M 0.01%
40,636
-808
356
$1.63M 0.01%
6,937
+4,212
357
$1.62M 0.01%
123,131
+17,443
358
$1.62M 0.01%
26,250
+772
359
$1.61M 0.01%
79,500
-5,500
360
$1.61M 0.01%
99,431
-450
361
$1.6M 0.01%
125,650
+1,995
362
$1.6M 0.01%
8,486
-8,889
363
$1.6M 0.01%
15,416
-176
364
$1.58M 0.01%
115,081
-36,891
365
$1.58M 0.01%
59,176
+856
366
$1.58M 0.01%
25,393
+726
367
$1.57M 0.01%
162,889
+136,612
368
$1.56M 0.01%
14,053
+6,479
369
$1.56M 0.01%
39,040
+7,479
370
$1.56M 0.01%
11,018
-459
371
$1.56M 0.01%
35,395
+4,800
372
$1.55M 0.01%
34,450
+8,306
373
$1.55M 0.01%
183,482
-1,645
374
$1.55M 0.01%
34,222
375
$1.54M 0.01%
22,482
-25,653
13 14
15
16 17