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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
3801
$3K ﹤0.01%
500
3802
$3K ﹤0.01%
+20,000
3803
$3K ﹤0.01%
+260
3804
$3K ﹤0.01%
100
3805
$3K ﹤0.01%
+10,000
3806
$3K ﹤0.01%
161
+100
3807
$3K ﹤0.01%
220
-1,197
3808
$3K ﹤0.01%
400
3809
$3K ﹤0.01%
200
3810
$3K ﹤0.01%
200
3811
$3K ﹤0.01%
200
3812
$3K ﹤0.01%
100
3813
$3K ﹤0.01%
10
3814
$3K ﹤0.01%
1,290
-3,710
3815
$3K ﹤0.01%
200
-2,000
3816
$3K ﹤0.01%
35
3817
$3K ﹤0.01%
120
-80
3818
$3K ﹤0.01%
1,000
-4,000
3819
$3K ﹤0.01%
3,001
-1,134
3820
$3K ﹤0.01%
2,055
3821
$3K ﹤0.01%
537
-6,996
3822
$3K ﹤0.01%
100
3823
$3K ﹤0.01%
1,861
+900
3824
$3K ﹤0.01%
300
3825
$3K ﹤0.01%
159
+9
151 152
153
154 155