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
1176
$205K ﹤0.01%
2,344
+1,500
1177
$205K ﹤0.01%
4,839
-700
1178
$205K ﹤0.01%
32,800
+13,500
1179
$204K ﹤0.01%
5,231
+100
1180
$203K ﹤0.01%
6,085
+1,740
1181
$203K ﹤0.01%
3,425
+2,655
1182
$202K ﹤0.01%
10,000
+9,800
1183
$202K ﹤0.01%
12,702
-100
1184
$202K ﹤0.01%
2,852
-3,193
1185
$202K ﹤0.01%
4,188
+88
1186
$202K ﹤0.01%
10,475
1187
$201K ﹤0.01%
9,207
+9,007
1188
$201K ﹤0.01%
6,800
+2,393
1189
$201K ﹤0.01%
15,055
1190
$201K ﹤0.01%
4,056
+54
1191
$199K ﹤0.01%
7,803
+2,598
1192
$199K ﹤0.01%
7,023
-1,000
1193
$199K ﹤0.01%
1,664
-186
1194
$197K ﹤0.01%
30,892
+29,192
1195
$197K ﹤0.01%
6,584
+3,153
1196
$197K ﹤0.01%
20,783
+4,004
1197
$196K ﹤0.01%
5,502
+1,775
1198
$196K ﹤0.01%
9,122
-242
1199
$196K ﹤0.01%
10,356
-842
1200
$196K ﹤0.01%
4,040
-17
46 47
48
49 50