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
3751
$3K ﹤0.01%
300
3752
$3K ﹤0.01%
500
3753
$3K ﹤0.01%
+20,000
3754
$3K ﹤0.01%
200
3755
$3K ﹤0.01%
65
-17
3756
$3K ﹤0.01%
130
+30
3757
$3K ﹤0.01%
+400
3758
$3K ﹤0.01%
70
3759
$3K ﹤0.01%
+500
3760
$3K ﹤0.01%
100
3761
$3K ﹤0.01%
850
3762
$3K ﹤0.01%
102
+1
3763
$3K ﹤0.01%
80
3764
$3K ﹤0.01%
50
3765
$3K ﹤0.01%
+100
3766
$3K ﹤0.01%
+200
3767
$3K ﹤0.01%
200
-800
3768
$3K ﹤0.01%
+63
3769
$3K ﹤0.01%
78
+28
3770
$3K ﹤0.01%
600
3771
$3K ﹤0.01%
366
3772
– –
0
3773
$3K ﹤0.01%
400
3774
$3K ﹤0.01%
300
3775
$3K ﹤0.01%
93
149 150
151
152 153