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
376
$1.53M 0.01%
14,010
+233
377
$1.53M 0.01%
32,292
-50,830
378
$1.53M 0.01%
21,063
379
$1.52M 0.01%
22,330
+1,276
380
$1.52M 0.01%
16,782
-561
381
$1.52M 0.01%
47,820
+32,362
382
$1.51M 0.01%
38,504
+2,326
383
$1.51M 0.01%
31,716
+8,258
384
$1.5M 0.01%
9,582
-412
385
$1.5M 0.01%
15,199
-300
386
$1.5M 0.01%
39,900
-5,230
387
$1.49M 0.01%
10,466
+2,828
388
$1.47M 0.01%
25,306
-8
389
$1.44M 0.01%
875
390
$1.43M 0.01%
205,086
+44,526
391
$1.43M 0.01%
31,763
-6,030
392
$1.43M 0.01%
16,897
-14,719
393
$1.42M 0.01%
14,277
+84
394
$1.42M 0.01%
65,257
-12,952
395
$1.42M 0.01%
2,607
-581
396
$1.42M 0.01%
13,256
+681
397
$1.41M 0.01%
19,398
-6,204
398
$1.41M 0.01%
1,696
+1,194
399
$1.41M 0.01%
32,764
-262
400
$1.41M 0.01%
11,087
-348
14 15
16
17 18