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
676
$602K 0.01%
12,451
+10,621
677
$599K ﹤0.01%
23,078
+1,536
678
$597K ﹤0.01%
5,351
-350
679
$595K ﹤0.01%
17,814
-104
680
$590K ﹤0.01%
9,085
+5,000
681
$590K ﹤0.01%
65,855
-7,539
682
$590K ﹤0.01%
42,610
-814
683
$590K ﹤0.01%
450,278
+51,008
684
$587K ﹤0.01%
652
-179
685
$585K ﹤0.01%
4,724
+3,782
686
$585K ﹤0.01%
11,685
+3,800
687
$584K ﹤0.01%
30,634
-2,033
688
$583K ﹤0.01%
9,247
+687
689
$581K ﹤0.01%
3,618
+705
690
$580K ﹤0.01%
8,569
+1,096
691
$579K ﹤0.01%
11,465
692
$579K ﹤0.01%
40,905
+8,913
693
$579K ﹤0.01%
11,930
-143
694
$578K ﹤0.01%
7,490
-1,950
695
$577K ﹤0.01%
53,000
-125
696
$571K ﹤0.01%
6,392
-1,825
697
$570K ﹤0.01%
14,225
+961
698
$569K ﹤0.01%
16,632
-2,378
699
$568K ﹤0.01%
69,552
+3,132
700
$567K ﹤0.01%
9,695
+2,290
26 27
28
29 30