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
3776
$3K ﹤0.01%
+200
3777
$3K ﹤0.01%
25
3778
$3K ﹤0.01%
50
-13
3779
$3K ﹤0.01%
66
3780
$3K ﹤0.01%
201
-111
3781
$3K ﹤0.01%
60
3782
$3K ﹤0.01%
100
3783
$3K ﹤0.01%
100
-75
3784
$3K ﹤0.01%
300
3785
$3K ﹤0.01%
90
-630
3786
$3K ﹤0.01%
52
3787
$3K ﹤0.01%
+260
3788
$3K ﹤0.01%
100
3789
$3K ﹤0.01%
100
3790
$3K ﹤0.01%
60
+30
3791
$3K ﹤0.01%
427
3792
$3K ﹤0.01%
97
-18
3793
$3K ﹤0.01%
500
3794
$3K ﹤0.01%
1,400
-1,685
3795
$3K ﹤0.01%
+10,000
3796
$3K ﹤0.01%
161
+100
3797
$3K ﹤0.01%
220
-1,197
3798
$3K ﹤0.01%
400
3799
$3K ﹤0.01%
200
3800
$3K ﹤0.01%
200
150 151
152
153 154