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
1226
$188K ﹤0.01%
2,012
-50
1227
$188K ﹤0.01%
6,248
+2,442
1228
$188K ﹤0.01%
2,106
-400
1229
$188K ﹤0.01%
4,529
1230
$188K ﹤0.01%
7,420
-2,200
1231
$187K ﹤0.01%
4,011
-618
1232
$187K ﹤0.01%
4,509
+423
1233
$187K ﹤0.01%
8,759
1234
$186K ﹤0.01%
2,071
+859
1235
$185K ﹤0.01%
2,648
-772
1236
$185K ﹤0.01%
3,073
+178
1237
$185K ﹤0.01%
10,670
-3,980
1238
$185K ﹤0.01%
7,362
+300
1239
$184K ﹤0.01%
7,889
-245
1240
$184K ﹤0.01%
7,630
-2,815
1241
$184K ﹤0.01%
3,777
-5
1242
$184K ﹤0.01%
1,372
-328
1243
$183K ﹤0.01%
1,524
-75
1244
$183K ﹤0.01%
5,964
+724
1245
$183K ﹤0.01%
5,493
+1,555
1246
$183K ﹤0.01%
+25,960
1247
$182K ﹤0.01%
23,863
-2,162
1248
$182K ﹤0.01%
+53,000
1249
$182K ﹤0.01%
6,458
1250
$182K ﹤0.01%
5,000
48 49
50
51 52