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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
3901
$2K ﹤0.01%
+100
3902
$2K ﹤0.01%
13
3903
$2K ﹤0.01%
21
3904
$2K ﹤0.01%
+69
3905
$2K ﹤0.01%
+2
3906
$2K ﹤0.01%
100
3907
$2K ﹤0.01%
+150
3908
$2K ﹤0.01%
100
3909
$2K ﹤0.01%
300
3910
$2K ﹤0.01%
200
3911
$2K ﹤0.01%
185
-1,021
3912
$2K ﹤0.01%
46
3913
$2K ﹤0.01%
47
3914
$2K ﹤0.01%
100
3915
$2K ﹤0.01%
+200
3916
$2K ﹤0.01%
650
-400
3917
$2K ﹤0.01%
158
3918
$2K ﹤0.01%
200
-100
3919
$2K ﹤0.01%
+200
3920
$2K ﹤0.01%
+60
3921
– –
0
3922
$2K ﹤0.01%
134
3923
$2K ﹤0.01%
+110
3924
$2K ﹤0.01%
+2,000
3925
$2K ﹤0.01%
+500
155 156
157
158 159