We are live on ! Find out more
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
3826
$2K ﹤0.01%
100
3827
$2K ﹤0.01%
200
3828
$2K ﹤0.01%
142
-1,500
3829
$2K ﹤0.01%
65
+55
3830
$2K ﹤0.01%
+38
3831
$2K ﹤0.01%
+1,666
3832
$2K ﹤0.01%
620
-800
3833
$2K ﹤0.01%
14,000
+8,600
3834
$2K ﹤0.01%
75
3835
$2K ﹤0.01%
313
+100
3836
$2K ﹤0.01%
24,900
+7,900
3837
$2K ﹤0.01%
2,150
3838
$2K ﹤0.01%
+23
3839
$2K ﹤0.01%
2,201
3840
$2K ﹤0.01%
395
3841
$2K ﹤0.01%
100
3842
$2K ﹤0.01%
+100
3843
$2K ﹤0.01%
554
+127
3844
$2K ﹤0.01%
150
3845
$2K ﹤0.01%
10
-1
3846
$2K ﹤0.01%
1,300
+200
3847
$2K ﹤0.01%
100
3848
$2K ﹤0.01%
286
-305
3849
$2K ﹤0.01%
13
3850
$2K ﹤0.01%
100
152 153
154
155 156