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
4076
$1K ﹤0.01%
63
-1,205
4077
$1K ﹤0.01%
+75
4078
$1K ﹤0.01%
+61
4079
$1K ﹤0.01%
35
-46
4080
$1K ﹤0.01%
60
4081
$1K ﹤0.01%
+38
4082
$1K ﹤0.01%
+15
4083
$1K ﹤0.01%
30
4084
$1K ﹤0.01%
50
4085
$1K ﹤0.01%
83
4086
$1K ﹤0.01%
40
4087
$1K ﹤0.01%
+28
4088
$1K ﹤0.01%
50
4089
$1K ﹤0.01%
100
4090
$1K ﹤0.01%
37
4091
$1K ﹤0.01%
+52
4092
$1K ﹤0.01%
+20
4093
$1K ﹤0.01%
600
-100
4094
$1K ﹤0.01%
5
4095
$1K ﹤0.01%
67
4096
$1K ﹤0.01%
152
4097
$1K ﹤0.01%
+15
4098
$1K ﹤0.01%
104
4099
$1K ﹤0.01%
100
4100
$1K ﹤0.01%
80
162 163
164
165 166