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%
86
3977
$1K ﹤0.01%
1,500
-300
3978
$1K ﹤0.01%
300
3979
$1K ﹤0.01%
100
3980
$1K ﹤0.01%
106
-2,149
3981
$1K ﹤0.01%
320
-80
3982
$1K ﹤0.01%
405
3983
$1K ﹤0.01%
100
-1,000
3984
$1K ﹤0.01%
1,170
3985
$1K ﹤0.01%
10
-3
3986
$1K ﹤0.01%
900
3987
$1K ﹤0.01%
17
3988
$1K ﹤0.01%
99
3989
$1K ﹤0.01%
299
3990
$1K ﹤0.01%
3,000
-2,500
3991
$1K ﹤0.01%
2,000
3992
$1K ﹤0.01%
433
3993
$1K ﹤0.01%
+100
3994
$1K ﹤0.01%
1
3995
$1K ﹤0.01%
+200
3996
$1K ﹤0.01%
50
3997
$1K ﹤0.01%
22
+13
3998
$1K ﹤0.01%
205
3999
$1K ﹤0.01%
+1,000
4000
$1K ﹤0.01%
25
158 159
160
161 162