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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
4151
$0 ﹤0.01%
1
4152
$0 ﹤0.01%
100
4153
– –
-170
4154
– –
-500
4155
$0 ﹤0.01%
25
4156
– –
-500
4157
$0 ﹤0.01%
106
+56
4158
– –
-21,308
4159
$0 ﹤0.01%
25
4160
$0 ﹤0.01%
1
4161
– –
0
4162
– –
-306,092
4163
– –
-5,000
4164
– –
-300
4165
– –
-600
4166
$0 ﹤0.01%
20
-1
4167
– –
-300
4168
– –
-100
4169
– –
-4
4170
$0 ﹤0.01%
43
4171
$0 ﹤0.01%
13
4172
$0 ﹤0.01%
21
-500
4173
– –
-1,000
4174
– –
-12,551
4175
– –
-102
165 166
167
168 169