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
976
$304K ﹤0.01%
15,000
977
$303K ﹤0.01%
4,308
-178
978
$302K ﹤0.01%
6,990
-650
979
$302K ﹤0.01%
54,772
+150
980
$301K ﹤0.01%
5,341
-1,018
981
$300K ﹤0.01%
30,448
+7,850
982
$299K ﹤0.01%
20,135
-1,182
983
$299K ﹤0.01%
147,798
-3,563
984
$298K ﹤0.01%
40,056
+2,913
985
$298K ﹤0.01%
11,273
+1,000
986
$297K ﹤0.01%
32,180
+29,480
987
$296K ﹤0.01%
5,915
-729
988
$296K ﹤0.01%
3,573
+1,409
989
$294K ﹤0.01%
11,259
+1,743
990
$294K ﹤0.01%
9,610
-254
991
$293K ﹤0.01%
16,536
+3,394
992
$293K ﹤0.01%
221
+50
993
$291K ﹤0.01%
4,467
-132
994
$291K ﹤0.01%
5,619
-70
995
$291K ﹤0.01%
25,497
+926
996
$290K ﹤0.01%
2,866
+163
997
$289K ﹤0.01%
14,079
-1,047
998
$289K ﹤0.01%
4,064
-57
999
$289K ﹤0.01%
4,696
-707
1000
$288K ﹤0.01%
12,665
+290
38 39
40
41 42