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
1426
$139K ﹤0.01%
4,143
-528
1427
$139K ﹤0.01%
5,467
+3,960
1428
$139K ﹤0.01%
2,004
+80
1429
$139K ﹤0.01%
3,718
+950
1430
$139K ﹤0.01%
+11,731
1431
$139K ﹤0.01%
1,333
1432
$139K ﹤0.01%
5,258
+700
1433
$139K ﹤0.01%
3,600
-200
1434
$138K ﹤0.01%
3,340
1435
$138K ﹤0.01%
3,486
-1,470
1436
$138K ﹤0.01%
18,009
+1,403
1437
$138K ﹤0.01%
6,000
+1,400
1438
$138K ﹤0.01%
11,759
-3,770
1439
$138K ﹤0.01%
10,474
1440
$137K ﹤0.01%
3,352
1441
$137K ﹤0.01%
4,817
-2,689
1442
$137K ﹤0.01%
2,859
1443
$137K ﹤0.01%
5,800
-1,000
1444
$136K ﹤0.01%
5,153
1445
$136K ﹤0.01%
10,744
+2,000
1446
$136K ﹤0.01%
3,161
+546
1447
$136K ﹤0.01%
11,115
+303
1448
$135K ﹤0.01%
7,998
-1,950
1449
$135K ﹤0.01%
3,039
+576
1450
$135K ﹤0.01%
11,095
+4,117
56 57
58
59 60