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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
3926
$2K ﹤0.01%
25
-385
3927
$2K ﹤0.01%
87
3928
$2K ﹤0.01%
54
3929
$2K ﹤0.01%
400
3930
$2K ﹤0.01%
+26
3931
$2K ﹤0.01%
+300
3932
$2K ﹤0.01%
286
-344
3933
$2K ﹤0.01%
110
+60
3934
$2K ﹤0.01%
+53
3935
$2K ﹤0.01%
128
-23,524
3936
$2K ﹤0.01%
150
-350
3937
$2K ﹤0.01%
+15
3938
$2K ﹤0.01%
1,000
3939
$2K ﹤0.01%
+13
3940
$2K ﹤0.01%
+200
3941
$2K ﹤0.01%
102
+100
3942
$2K ﹤0.01%
96
-251
3943
$2K ﹤0.01%
2,150
+2,000
3944
– –
0
3945
$2K ﹤0.01%
+37
3946
$2K ﹤0.01%
3,000
3947
$2K ﹤0.01%
+500
3948
$2K ﹤0.01%
587
+375
3949
$2K ﹤0.01%
173
3950
$2K ﹤0.01%
+1,000
156 157
158
159 160