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
651
$646K 0.01%
19,291
+2,227
652
$639K 0.01%
12,160
+18
653
$637K 0.01%
7,430
+360
654
$634K 0.01%
68,340
-6,755
655
$632K 0.01%
9,421
-283
656
$630K 0.01%
11,360
-1,441
657
$630K 0.01%
6,782
+833
658
$629K 0.01%
14,816
+7,667
659
$628K 0.01%
5,560
-278
660
$625K 0.01%
17,861
-4,582
661
$624K 0.01%
14,724
+666
662
$623K 0.01%
57,700
+20,500
663
$623K 0.01%
265,277
+7,263
664
$622K 0.01%
4,022
+4,000
665
$617K 0.01%
10,882
-399
666
$617K 0.01%
3,255
-115
667
$616K 0.01%
6,423
+587
668
$616K 0.01%
9,742
+8,105
669
$615K 0.01%
4,763
-198
670
$614K 0.01%
3,030
+1,530
671
$614K 0.01%
11,752
-20
672
$613K 0.01%
8,208
+430
673
$605K 0.01%
10,700
+10,000
674
$604K 0.01%
23,180
+12,817
675
$602K 0.01%
15,429
+2,776
25 26
27
28 29