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
3976
$1K ﹤0.01%
27
3977
$1K ﹤0.01%
3,000
3978
$1K ﹤0.01%
+35
3979
$1K ﹤0.01%
+16
3980
$1K ﹤0.01%
190
3981
$1K ﹤0.01%
+100
3982
$1K ﹤0.01%
1
3983
$1K ﹤0.01%
100
3984
$1K ﹤0.01%
133
-33
3985
$1K ﹤0.01%
811
+435
3986
$1K ﹤0.01%
+15
3987
$1K ﹤0.01%
500
3988
$1K ﹤0.01%
250
3989
$1K ﹤0.01%
+62
3990
$1K ﹤0.01%
44
3991
$1K ﹤0.01%
+10
3992
$1K ﹤0.01%
+14
3993
$1K ﹤0.01%
99
3994
$1K ﹤0.01%
82
-20
3995
$1K ﹤0.01%
19
3996
$1K ﹤0.01%
+62
3997
$1K ﹤0.01%
+2,000
3998
$1K ﹤0.01%
100
3999
$1K ﹤0.01%
350
-585
4000
$1K ﹤0.01%
200
158 159
160
161 162