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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
3876
$2K ﹤0.01%
135
3877
$2K ﹤0.01%
+117
3878
$2K ﹤0.01%
+21
3879
– –
0
3880
$2K ﹤0.01%
40
-81
3881
$2K ﹤0.01%
144
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