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
1326
$162K ﹤0.01%
3,471
+694
1327
$161K ﹤0.01%
4,380
+800
1328
$161K ﹤0.01%
13,087
+125
1329
$161K ﹤0.01%
15,942
+3,453
1330
$161K ﹤0.01%
626
1331
$161K ﹤0.01%
7,280
-233
1332
$161K ﹤0.01%
1,026
+823
1333
$161K ﹤0.01%
16,009
+1,200
1334
$160K ﹤0.01%
2,820
+396
1335
$160K ﹤0.01%
11,040
1336
$160K ﹤0.01%
11,264
1337
$160K ﹤0.01%
1,927
1338
$159K ﹤0.01%
6,651
-1,872
1339
$159K ﹤0.01%
4,196
-89
1340
$159K ﹤0.01%
8,320
1341
$158K ﹤0.01%
5,984
-288
1342
$158K ﹤0.01%
5,350
+950
1343
$158K ﹤0.01%
5,742
+98
1344
$158K ﹤0.01%
7,279
-2,270
1345
$158K ﹤0.01%
4,962
+1,301
1346
$157K ﹤0.01%
19,944
-943
1347
$157K ﹤0.01%
47,688
-2,296
1348
$157K ﹤0.01%
4,020
+468
1349
$157K ﹤0.01%
5,550
+5,530
1350
$157K ﹤0.01%
15,000
+1,500
52 53
54
55 56