We are live on ! Find out more
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
3976
$1K ﹤0.01%
100
3977
$1K ﹤0.01%
106
-2,149
3978
$1K ﹤0.01%
320
-80
3979
$1K ﹤0.01%
405
3980
$1K ﹤0.01%
100
-1,000
3981
$1K ﹤0.01%
1,170
3982
$1K ﹤0.01%
10
-3
3983
$1K ﹤0.01%
900
3984
$1K ﹤0.01%
17
3985
$1K ﹤0.01%
99
3986
$1K ﹤0.01%
299
3987
$1K ﹤0.01%
3,000
-2,500
3988
$1K ﹤0.01%
100
3989
$1K ﹤0.01%
+2,500
3990
$1K ﹤0.01%
150
-200
3991
$1K ﹤0.01%
+100
3992
$1K ﹤0.01%
24,889
+824
3993
$1K ﹤0.01%
2,000
3994
$1K ﹤0.01%
433
3995
$1K ﹤0.01%
100
3996
$1K ﹤0.01%
100
3997
$1K ﹤0.01%
200
3998
$1K ﹤0.01%
500
3999
$1K ﹤0.01%
2,225
-18,775
4000
$1K ﹤0.01%
80
+40
158 159
160
161 162