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
876
$385K ﹤0.01%
9,089
-3,238
877
$384K ﹤0.01%
2,617
-290
878
$382K ﹤0.01%
29,770
+4,453
879
$381K ﹤0.01%
8,385
-7,425
880
$381K ﹤0.01%
16,300
-421
881
$377K ﹤0.01%
4,014
-383
882
$376K ﹤0.01%
10,000
-250
883
$375K ﹤0.01%
24,000
+10,000
884
$375K ﹤0.01%
125,991
+13,602
885
$373K ﹤0.01%
36,544
-484
886
$373K ﹤0.01%
10,750
-2,149
887
$373K ﹤0.01%
4,721
-323
888
$372K ﹤0.01%
13,701
-252
889
$372K ﹤0.01%
10,575
-1,636
890
$372K ﹤0.01%
6,748
+5
891
$368K ﹤0.01%
6,439
892
$368K ﹤0.01%
10,400
893
$367K ﹤0.01%
10,952
-45
894
$365K ﹤0.01%
9,111
+6,065
895
$365K ﹤0.01%
49,551
+208
896
$365K ﹤0.01%
7,781
+3,783
897
$363K ﹤0.01%
11,374
+409
898
$363K ﹤0.01%
71,220
+28,706
899
$362K ﹤0.01%
12,500
+7,500
900
$362K ﹤0.01%
16,899
+51
34 35
36
37 38