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
3851
$2K ﹤0.01%
400
3852
$2K ﹤0.01%
+73
3853
$2K ﹤0.01%
575
-817
3854
$2K ﹤0.01%
38
+25
3855
$2K ﹤0.01%
50
3856
$2K ﹤0.01%
+100
3857
$2K ﹤0.01%
+30
3858
$2K ﹤0.01%
310
3859
$2K ﹤0.01%
100
-935
3860
$2K ﹤0.01%
187
-57
3861
$2K ﹤0.01%
+200
3862
$2K ﹤0.01%
160
3863
$2K ﹤0.01%
113
3864
$2K ﹤0.01%
900
3865
$2K ﹤0.01%
312
+4
3866
$2K ﹤0.01%
150
3867
$2K ﹤0.01%
150
3868
$2K ﹤0.01%
100
3869
$2K ﹤0.01%
200
3870
$2K ﹤0.01%
13
3871
$2K ﹤0.01%
142
-1,500
3872
$2K ﹤0.01%
65
+55
3873
$2K ﹤0.01%
103
-535
3874
$2K ﹤0.01%
62
+5
3875
$2K ﹤0.01%
434
153 154
155
156 157