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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
3951
$2K ﹤0.01%
1,000
-215
3952
$2K ﹤0.01%
300
-300
3953
$2K ﹤0.01%
+100
3954
$2K ﹤0.01%
3,000
+1,000
3955
$2K ﹤0.01%
+481
3956
$2K ﹤0.01%
50
-1,650
3957
$2K ﹤0.01%
217
3958
$2K ﹤0.01%
1,495
3959
$2K ﹤0.01%
100
-935
3960
$2K ﹤0.01%
187
-57
3961
$2K ﹤0.01%
+200
3962
$2K ﹤0.01%
160
3963
$2K ﹤0.01%
113
3964
$2K ﹤0.01%
900
3965
$2K ﹤0.01%
312
+4
3966
$2K ﹤0.01%
150
3967
$2K ﹤0.01%
150
3968
$2K ﹤0.01%
26
-49
3969
$1K ﹤0.01%
98
-42
3970
$1K ﹤0.01%
+475
3971
$1K ﹤0.01%
350
-585
3972
$1K ﹤0.01%
200
3973
$1K ﹤0.01%
86
3974
$1K ﹤0.01%
1,500
-300
3975
$1K ﹤0.01%
300
157 158
159
160 161