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
826
$436K ﹤0.01%
11,743
+775
827
$435K ﹤0.01%
7,994
-18
828
$435K ﹤0.01%
13,198
+1,998
829
$435K ﹤0.01%
9,399
-1,121
830
$434K ﹤0.01%
23,500
+250
831
$434K ﹤0.01%
9,648
+8,103
832
$431K ﹤0.01%
13,217
-859
833
$428K ﹤0.01%
16,547
-1,275
834
$427K ﹤0.01%
12,461
+93
835
$425K ﹤0.01%
4,605
+149
836
$424K ﹤0.01%
8,852
-1,198
837
$422K ﹤0.01%
3,962
+218
838
$421K ﹤0.01%
5,642
+1,275
839
$420K ﹤0.01%
16,137
+2,842
840
$419K ﹤0.01%
19,400
841
$419K ﹤0.01%
19,909
842
$417K ﹤0.01%
8,381
+1,947
843
$416K ﹤0.01%
12,748
+524
844
$416K ﹤0.01%
9,250
+353
845
$415K ﹤0.01%
23,984
-625
846
$413K ﹤0.01%
7,568
+565
847
$413K ﹤0.01%
30,957
848
$413K ﹤0.01%
21,219
+5,568
849
$410K ﹤0.01%
3,682
-413
850
$410K ﹤0.01%
+454,176
32 33
34
35 36