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
1451
$135K ﹤0.01%
15,239
+964
1452
$135K ﹤0.01%
1,868
+87
1453
$135K ﹤0.01%
2,645
+99
1454
$135K ﹤0.01%
+10,304
1455
$135K ﹤0.01%
12,760
+5,130
1456
$134K ﹤0.01%
3,696
1457
$134K ﹤0.01%
1,735
-475
1458
$134K ﹤0.01%
5,535
-89
1459
$133K ﹤0.01%
3,700
+600
1460
$133K ﹤0.01%
22,895
-2,500
1461
$132K ﹤0.01%
20,893
+7,775
1462
$132K ﹤0.01%
3,355
+155
1463
$132K ﹤0.01%
3,916
-1,560
1464
$132K ﹤0.01%
2,836
-52
1465
$132K ﹤0.01%
14,450
+2,008
1466
$131K ﹤0.01%
3,366
1467
$131K ﹤0.01%
8,500
1468
$131K ﹤0.01%
4,859
+130
1469
$131K ﹤0.01%
6,541
+2,097
1470
$131K ﹤0.01%
6,802
+4,735
1471
$131K ﹤0.01%
1,700
+600
1472
$131K ﹤0.01%
573
+68
1473
$131K ﹤0.01%
3,594
-1,350
1474
$131K ﹤0.01%
3,981
-24,499
1475
$130K ﹤0.01%
2,813
+1,413
57 58
59
60 61