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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
3751
$3K ﹤0.01%
102
+1
3752
$3K ﹤0.01%
80
3753
$3K ﹤0.01%
50
3754
$3K ﹤0.01%
+100
3755
$3K ﹤0.01%
+200
3756
$3K ﹤0.01%
200
-800
3757
$3K ﹤0.01%
+63
3758
$3K ﹤0.01%
78
+28
3759
$3K ﹤0.01%
49
-507
3760
$3K ﹤0.01%
+100
3761
$3K ﹤0.01%
500
+300
3762
$3K ﹤0.01%
148
3763
$3K ﹤0.01%
600
3764
$3K ﹤0.01%
366
3765
– –
0
3766
$3K ﹤0.01%
400
3767
$3K ﹤0.01%
300
3768
$3K ﹤0.01%
93
3769
$3K ﹤0.01%
1
-1
3770
$3K ﹤0.01%
650
3771
$3K ﹤0.01%
113
-1,392
3772
$3K ﹤0.01%
103
3773
$3K ﹤0.01%
4
3774
$3K ﹤0.01%
+200
3775
$3K ﹤0.01%
738
+575
149 150
151
152 153