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
626
$680K 0.01%
27,322
-500
627
$678K 0.01%
39,788
+2,077
628
$676K 0.01%
5,405
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629
$676K 0.01%
11,119
630
$675K 0.01%
2,889
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631
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5,336
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632
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11,961
-337
633
$669K 0.01%
27,554
-6,130
634
$667K 0.01%
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-221
635
$667K 0.01%
4,352
-36
636
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2,637
-286
637
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13,083
-514
638
$665K 0.01%
72,931
+62,809
639
$663K 0.01%
15,376
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640
$660K 0.01%
9,636
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42,728
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642
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96,755
-2,653
643
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16,224
-1,459
644
$653K 0.01%
1,367
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645
$652K 0.01%
29,202
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646
$651K 0.01%
23,916
-1,243
647
$650K 0.01%
9,025
+490
648
$648K 0.01%
4,484
+4,048
649
$647K 0.01%
24,197
+2,795
650
$646K 0.01%
15,116
-34
24 25
26
27 28