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
3826
$2K ﹤0.01%
+23
3827
$2K ﹤0.01%
2,201
3828
$2K ﹤0.01%
395
3829
$2K ﹤0.01%
100
3830
$2K ﹤0.01%
+100
3831
$2K ﹤0.01%
554
+127
3832
$2K ﹤0.01%
150
3833
$2K ﹤0.01%
+500
3834
$2K ﹤0.01%
587
+375
3835
$2K ﹤0.01%
173
3836
$2K ﹤0.01%
+1,000
3837
$2K ﹤0.01%
50
-1,650
3838
$2K ﹤0.01%
217
3839
$2K ﹤0.01%
1,495
3840
$2K ﹤0.01%
26
-49
3841
$2K ﹤0.01%
100
3842
$2K ﹤0.01%
+87
3843
$2K ﹤0.01%
107
3844
$2K ﹤0.01%
+29
3845
$2K ﹤0.01%
+90
3846
$2K ﹤0.01%
+19
3847
$2K ﹤0.01%
286
-305
3848
$2K ﹤0.01%
+2
3849
$2K ﹤0.01%
100
3850
$2K ﹤0.01%
+150
152 153
154
155 156