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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
4051
$1K ﹤0.01%
38
4052
$1K ﹤0.01%
27
4053
– –
0
4054
$1K ﹤0.01%
80
4055
$1K ﹤0.01%
1,306
4056
$1K ﹤0.01%
18
4057
$1K ﹤0.01%
+15
4058
$1K ﹤0.01%
40
4059
$1K ﹤0.01%
37
4060
$1K ﹤0.01%
66
-400
4061
$1K ﹤0.01%
100
-400
4062
$1K ﹤0.01%
588
4063
$1K ﹤0.01%
33
4064
$1K ﹤0.01%
+31
4065
$1K ﹤0.01%
+1
4066
$1K ﹤0.01%
+40
4067
$1K ﹤0.01%
+15
4068
$1K ﹤0.01%
100
4069
$1K ﹤0.01%
+32
4070
$1K ﹤0.01%
100
4071
$1K ﹤0.01%
183
+83
4072
$1K ﹤0.01%
+1
4073
$1K ﹤0.01%
100
4074
$1K ﹤0.01%
100
-500
4075
$1K ﹤0.01%
4
161 162
163
164 165