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
701
$563K ﹤0.01%
3,284
+667
702
$563K ﹤0.01%
2,974
-750
703
$551K ﹤0.01%
18,947
+1,178
704
$551K ﹤0.01%
8,090
705
$550K ﹤0.01%
8,626
-19
706
$547K ﹤0.01%
+14,243
707
$545K ﹤0.01%
20,244
+2,700
708
$544K ﹤0.01%
5,043
+1,090
709
$544K ﹤0.01%
11,172
+141
710
$543K ﹤0.01%
13,209
+5,763
711
$542K ﹤0.01%
29,897
712
$541K ﹤0.01%
20,204
+11,642
713
$541K ﹤0.01%
15,467
+91
714
$540K ﹤0.01%
19,658
+392
715
$539K ﹤0.01%
26,110
-1,715
716
$538K ﹤0.01%
12,486
+457
717
$536K ﹤0.01%
26,906
+8,250
718
$535K ﹤0.01%
4,753
+46
719
$535K ﹤0.01%
1,688
+444
720
$535K ﹤0.01%
29,700
+780
721
$535K ﹤0.01%
3,830
+1,000
722
$534K ﹤0.01%
38,961
+3,039
723
$534K ﹤0.01%
6,948
-73
724
$534K ﹤0.01%
8,779
+60
725
$532K ﹤0.01%
9,550
-8,727
27 28
29
30 31