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
926
$340K ﹤0.01%
66,113
+2,690
927
$339K ﹤0.01%
20,495
+9,215
928
$338K ﹤0.01%
22,123
-34
929
$338K ﹤0.01%
8,078
+967
930
$337K ﹤0.01%
14,665
-1,453
931
$337K ﹤0.01%
9,831
-547
932
$335K ﹤0.01%
3,552
-400
933
$334K ﹤0.01%
24,343
+11,089
934
$334K ﹤0.01%
14,554
+8,800
935
$334K ﹤0.01%
19,820
+3,747
936
$332K ﹤0.01%
11,998
+3,000
937
$332K ﹤0.01%
19,090
+2,645
938
$331K ﹤0.01%
7,500
-700
939
$331K ﹤0.01%
67,488
+4,320
940
$329K ﹤0.01%
3,689
+51
941
$329K ﹤0.01%
10,106
-7,865
942
$329K ﹤0.01%
17,456
-447
943
$328K ﹤0.01%
6,607
+11
944
$328K ﹤0.01%
12,722
+434
945
$327K ﹤0.01%
12,260
+2,763
946
$326K ﹤0.01%
6,355
+265
947
$325K ﹤0.01%
15,745
948
$324K ﹤0.01%
2,771
+245
949
$323K ﹤0.01%
25,000
+20,000
950
$323K ﹤0.01%
9,231
+853
36 37
38
39 40