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
751
$497K ﹤0.01%
11,877
-76
752
$496K ﹤0.01%
6,230
+5,750
753
$496K ﹤0.01%
546
+99
754
$496K ﹤0.01%
2,138
-219
755
$495K ﹤0.01%
26,588
+80
756
$494K ﹤0.01%
95,873
-991
757
$493K ﹤0.01%
55,680
+24,760
758
$491K ﹤0.01%
20,385
+5,952
759
$490K ﹤0.01%
15,200
+3,740
760
$490K ﹤0.01%
9,184
+2,929
761
$488K ﹤0.01%
1,375
+500
762
$487K ﹤0.01%
18,058
+5,490
763
$487K ﹤0.01%
6,234
+298
764
$487K ﹤0.01%
7,345
-1,244
765
$484K ﹤0.01%
7,511
+1,025
766
$483K ﹤0.01%
17,778
+5,490
767
$481K ﹤0.01%
7,124
-293
768
$481K ﹤0.01%
13,388
+1,794
769
$481K ﹤0.01%
+4,951
770
$481K ﹤0.01%
34,770
771
$481K ﹤0.01%
18,412
+797
772
$480K ﹤0.01%
13,144
-384
773
$480K ﹤0.01%
17,577
+1,254
774
$480K ﹤0.01%
7,938
+350
775
$479K ﹤0.01%
23,964
+1,937
29 30
31
32 33