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
3876
$2K ﹤0.01%
123
3877
$2K ﹤0.01%
200
-1,500
3878
$2K ﹤0.01%
+38
3879
$2K ﹤0.01%
135
3880
$2K ﹤0.01%
+117
3881
$2K ﹤0.01%
+21
3882
$2K ﹤0.01%
+87
3883
$2K ﹤0.01%
107
3884
$2K ﹤0.01%
+29
3885
$2K ﹤0.01%
+90
3886
$2K ﹤0.01%
+19
3887
$2K ﹤0.01%
335
-34
3888
$2K ﹤0.01%
87
3889
$2K ﹤0.01%
62
-790
3890
$2K ﹤0.01%
100
-1,000
3891
$2K ﹤0.01%
280
+70
3892
$2K ﹤0.01%
183
-316
3893
$2K ﹤0.01%
200
-45
3894
$2K ﹤0.01%
200
3895
$2K ﹤0.01%
5,651
3896
$2K ﹤0.01%
25
+16
3897
$2K ﹤0.01%
+81
3898
$2K ﹤0.01%
+26
3899
$2K ﹤0.01%
145
3900
$2K ﹤0.01%
120
154 155
156
157 158