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
1276
$174K ﹤0.01%
5,294
-25,222
1277
$174K ﹤0.01%
1,088
+206
1278
$174K ﹤0.01%
28,589
+13,701
1279
$174K ﹤0.01%
11,833
+4,750
1280
$173K ﹤0.01%
3,778
+995
1281
$173K ﹤0.01%
15,877
-2,525
1282
$173K ﹤0.01%
11,070
-4,035
1283
$173K ﹤0.01%
10,242
+3,753
1284
$172K ﹤0.01%
1,399
+137
1285
$171K ﹤0.01%
1,421
-85
1286
$171K ﹤0.01%
7,344
+2,465
1287
$170K ﹤0.01%
9,847
+730
1288
$170K ﹤0.01%
11,071
+215
1289
$170K ﹤0.01%
842
-110
1290
$170K ﹤0.01%
7,162
+1,935
1291
$169K ﹤0.01%
9,500
1292
$169K ﹤0.01%
1,411
-441
1293
$169K ﹤0.01%
51,171
+35,683
1294
$169K ﹤0.01%
6,101
+3,491
1295
$169K ﹤0.01%
1,513
+45
1296
$169K ﹤0.01%
9,404
+3,001
1297
$168K ﹤0.01%
4,152
+4,001
1298
$168K ﹤0.01%
4,200
-18,900
1299
$168K ﹤0.01%
11,470
+10
1300
$168K ﹤0.01%
5,668
-194
50 51
52
53 54