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
426
$1.3M 0.01%
10,521
-235
427
$1.29M 0.01%
40,534
+6,766
428
$1.28M 0.01%
39,793
-757
429
$1.28M 0.01%
9,305
+30
430
$1.27M 0.01%
12,009
+3,399
431
$1.26M 0.01%
24,936
-8,478
432
$1.26M 0.01%
125,018
+35,195
433
$1.25M 0.01%
32,373
+3,747
434
$1.25M 0.01%
44,969
+44,769
435
$1.25M 0.01%
52,095
+265
436
$1.25M 0.01%
13,546
+986
437
$1.25M 0.01%
31,893
+128
438
$1.24M 0.01%
10,240
+7,650
439
$1.24M 0.01%
13,319
+286
440
$1.23M 0.01%
11,431
-1,805
441
$1.23M 0.01%
13,701
-1,221
442
$1.23M 0.01%
19,542
+2,087
443
$1.22M 0.01%
14,056
+3,588
444
$1.22M 0.01%
9,736
+3,981
445
$1.22M 0.01%
31,981
+671
446
$1.21M 0.01%
22,600
-43
447
$1.21M 0.01%
6,792
+1,105
448
$1.21M 0.01%
14,445
+312
449
$1.21M 0.01%
6,217
-1,050
450
$1.21M 0.01%
+136,712
16 17
18
19 20