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
1476
$130K ﹤0.01%
5,006
+50
1477
$130K ﹤0.01%
3,950
+436
1478
$129K ﹤0.01%
1,800
+150
1479
$129K ﹤0.01%
11,100
+5,100
1480
$128K ﹤0.01%
2,140
-400
1481
$128K ﹤0.01%
9,057
+215
1482
$127K ﹤0.01%
7,220
1483
$127K ﹤0.01%
6,807
+471
1484
$127K ﹤0.01%
521
+176
1485
$126K ﹤0.01%
2,908
+5
1486
$126K ﹤0.01%
1,356
+6
1487
$126K ﹤0.01%
2,701
+77
1488
$125K ﹤0.01%
17,894
+287
1489
$125K ﹤0.01%
13,967
-90
1490
$124K ﹤0.01%
1,032
+163
1491
$124K ﹤0.01%
+12,550
1492
$124K ﹤0.01%
1,873
+47
1493
$124K ﹤0.01%
5,121
-350
1494
$123K ﹤0.01%
2,016
-487
1495
$123K ﹤0.01%
887
+24
1496
$123K ﹤0.01%
6,438
+1,366
1497
$123K ﹤0.01%
1,805
-909
1498
$123K ﹤0.01%
8,254
1499
$123K ﹤0.01%
6,500
1500
$123K ﹤0.01%
10,324
58 59
60
61 62