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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
4176
$0 ﹤0.01%
382
4177
– –
-300
4178
$0 ﹤0.01%
82
4179
– –
-1,000
4180
$0 ﹤0.01%
737
-300
4181
– –
-235
4182
– –
-154
4183
– –
-50
4184
– –
-33,584
4185
– –
-100
4186
– –
-800
4187
$0 ﹤0.01%
13
4188
– –
-1,619
4189
$0 ﹤0.01%
3,105
+402
4190
– –
-500
4191
$0 ﹤0.01%
250
4192
$0 ﹤0.01%
100
4193
$0 ﹤0.01%
500
4194
$0 ﹤0.01%
7
-201
4195
– –
-982
4196
$0 ﹤0.01%
7
4197
– –
-75
4198
$0 ﹤0.01%
108
4199
– –
0
4200
$0 ﹤0.01%
100
166 167
168
169 170