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
4576
$0 ﹤0.01%
100
4577
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-2,513
4578
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-900
4579
$0 ﹤0.01%
12
4580
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4581
$0 ﹤0.01%
1
4582
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-4,000
4583
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4584
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46
4585
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20
-1,150
4586
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-264
4587
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-64,104
4588
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-1,126
4589
$0 ﹤0.01%
10
4590
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4591
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1
4592
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-1,647
4593
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4594
$0 ﹤0.01%
119
4595
– –
-1,028
4596
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0
4597
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-450
4598
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0
4599
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-33
4600
– –
-8
182 183
184
185 186