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
851
$408K ﹤0.01%
18,828
+350
852
$407K ﹤0.01%
6,639
-521
853
$407K ﹤0.01%
31,608
854
$406K ﹤0.01%
16,208
+48
855
$405K ﹤0.01%
10,105
+693
856
$405K ﹤0.01%
20,410
-1,185
857
$403K ﹤0.01%
3,801
-154
858
$403K ﹤0.01%
17,128
+8,436
859
$400K ﹤0.01%
10,950
+5,250
860
$398K ﹤0.01%
9,567
+4,838
861
$398K ﹤0.01%
34,580
862
$396K ﹤0.01%
15,000
863
$395K ﹤0.01%
24,330
+6,753
864
$394K ﹤0.01%
2,022
+69
865
$393K ﹤0.01%
13,800
+1,000
866
$392K ﹤0.01%
8,421
-310
867
$392K ﹤0.01%
20,257
+1,520
868
$392K ﹤0.01%
4,393
+1,752
869
$392K ﹤0.01%
6,779
-3,141
870
$391K ﹤0.01%
38,805
871
$389K ﹤0.01%
8,370
+1,560
872
$389K ﹤0.01%
33,600
+13,597
873
$388K ﹤0.01%
734
-2,346
874
$387K ﹤0.01%
8,690
+6,228
875
$385K ﹤0.01%
48,440
+6,190
33 34
35
36 37