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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
3776
$3K ﹤0.01%
+100
3777
$3K ﹤0.01%
22
+20
3778
$3K ﹤0.01%
232
3779
$3K ﹤0.01%
24
3780
$3K ﹤0.01%
30
3781
$3K ﹤0.01%
+200
3782
$3K ﹤0.01%
25
3783
$3K ﹤0.01%
50
-13
3784
$3K ﹤0.01%
66
3785
$3K ﹤0.01%
201
-111
3786
$3K ﹤0.01%
60
3787
$3K ﹤0.01%
100
3788
$3K ﹤0.01%
100
-75
3789
$3K ﹤0.01%
300
3790
$3K ﹤0.01%
90
-630
3791
$3K ﹤0.01%
52
3792
$3K ﹤0.01%
100
3793
$3K ﹤0.01%
60
+30
3794
$3K ﹤0.01%
427
3795
$3K ﹤0.01%
100
3796
$3K ﹤0.01%
97
-18
3797
$3K ﹤0.01%
500
3798
$3K ﹤0.01%
1,400
-1,685
3799
$3K ﹤0.01%
+225
3800
$3K ﹤0.01%
300
150 151
152
153 154