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
1251
$182K ﹤0.01%
2,823
+839
1252
$182K ﹤0.01%
12,127
+1,995
1253
$181K ﹤0.01%
4,159
+9
1254
$181K ﹤0.01%
1,045
+188
1255
$181K ﹤0.01%
39,009
+7,659
1256
$180K ﹤0.01%
1,928
-83
1257
$179K ﹤0.01%
12,818
-377
1258
$179K ﹤0.01%
12,891
-1,835
1259
$179K ﹤0.01%
50,697
+29,314
1260
$178K ﹤0.01%
+758
1261
$178K ﹤0.01%
4,877
+1,240
1262
$177K ﹤0.01%
2,970
-304
1263
$177K ﹤0.01%
30,745
+4,079
1264
$177K ﹤0.01%
4,198
-1,278
1265
$176K ﹤0.01%
93,018
-12,100
1266
$176K ﹤0.01%
6,214
-1,030
1267
$176K ﹤0.01%
12,720
-1,914
1268
$176K ﹤0.01%
7,987
+4,410
1269
$176K ﹤0.01%
6,100
-250
1270
$176K ﹤0.01%
14,418
-475
1271
$175K ﹤0.01%
2,281
+851
1272
$175K ﹤0.01%
11,390
+11,190
1273
$175K ﹤0.01%
12,886
-850
1274
$175K ﹤0.01%
6,000
1275
$175K ﹤0.01%
+550
49 50
51
52 53