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
801
$455K ﹤0.01%
9,377
-1,482
802
$455K ﹤0.01%
8,237
-267
803
$454K ﹤0.01%
7,669
+1,088
804
$454K ﹤0.01%
34,412
-92,811
805
$454K ﹤0.01%
31,342
+100
806
$453K ﹤0.01%
7,111
+706
807
$453K ﹤0.01%
7,738
+622
808
$452K ﹤0.01%
13,326
-1,062
809
$451K ﹤0.01%
141,000
+9,400
810
$450K ﹤0.01%
26,920
+20,536
811
$449K ﹤0.01%
42,510
+2,321
812
$447K ﹤0.01%
37,448
+3,200
813
$446K ﹤0.01%
13,288
+3,386
814
$443K ﹤0.01%
35,635
+3,063
815
$443K ﹤0.01%
3,491
+5
816
$441K ﹤0.01%
153,772
+2,080
817
$441K ﹤0.01%
21,680
+19,620
818
$441K ﹤0.01%
78,141
+18,300
819
$439K ﹤0.01%
37,988
+4,672
820
$438K ﹤0.01%
26,409
-15,072
821
$438K ﹤0.01%
13,375
+850
822
$438K ﹤0.01%
18,880
+638
823
$437K ﹤0.01%
16,070
+641
824
$437K ﹤0.01%
14,154
+410
825
$437K ﹤0.01%
180,000
-6,000
31 32
33
34 35