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
551
$863K 0.01%
89,846
-30,410
552
$861K 0.01%
20,921
+540
553
$858K 0.01%
69,562
554
$856K 0.01%
18,867
+5,887
555
$853K 0.01%
10,918
+817
556
$852K 0.01%
67,682
-42,313
557
$847K 0.01%
10,936
+3,259
558
$846K 0.01%
34,295
+15,553
559
$844K 0.01%
39,567
+21,962
560
$842K 0.01%
23,866
-3,772
561
$837K 0.01%
14,987
+4,700
562
$834K 0.01%
17,686
+3,947
563
$833K 0.01%
31,317
+31,117
564
$830K 0.01%
19,384
-58
565
$827K 0.01%
10,158
+2,032
566
$825K 0.01%
+43,037
567
$819K 0.01%
6,173
+68
568
$816K 0.01%
224,000
569
$810K 0.01%
159,440
+12,400
570
$809K 0.01%
26,980
-2,000
571
$809K 0.01%
47,233
+10,762
572
$803K 0.01%
3,569
+90
573
$799K 0.01%
51,248
+3,252
574
$799K 0.01%
10,479
-29
575
$797K 0.01%
42,675
+253
21 22
23
24 25