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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
4126
$1K ﹤0.01%
82
-20
4127
$1K ﹤0.01%
+62
4128
$1K ﹤0.01%
+2,000
4129
$1K ﹤0.01%
152
4130
$1K ﹤0.01%
500
4131
$1K ﹤0.01%
28
-902
4132
$1K ﹤0.01%
214
+79
4133
$1K ﹤0.01%
+67
4134
$1K ﹤0.01%
+375
4135
$1K ﹤0.01%
50
-40
4136
$1K ﹤0.01%
213
-50
4137
$1K ﹤0.01%
+60
4138
$1K ﹤0.01%
71
-429
4139
$1K ﹤0.01%
+100
4140
$1K ﹤0.01%
600
4141
$1K ﹤0.01%
500
-1,400
4142
$1K ﹤0.01%
23
-77
4143
$1K ﹤0.01%
285
+97
4144
$1K ﹤0.01%
100
4145
$1K ﹤0.01%
70
4146
$1K ﹤0.01%
75
4147
$1K ﹤0.01%
120
4148
$1K ﹤0.01%
+4,850
4149
$1K ﹤0.01%
100
4150
– –
-180
164 165
166
167 168