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
1626
$98K ﹤0.01%
7,931
+1,212
1627
$98K ﹤0.01%
7,709
-1,041
1628
$98K ﹤0.01%
7,596
+378
1629
$98K ﹤0.01%
1,031
+182
1630
$98K ﹤0.01%
7,317
-1,900
1631
$98K ﹤0.01%
4,629
-2,295
1632
$97K ﹤0.01%
3,432
1633
$97K ﹤0.01%
3,432
-1,705
1634
$97K ﹤0.01%
1,528
-152
1635
$97K ﹤0.01%
2,027
-150
1636
$97K ﹤0.01%
42,200
+15,000
1637
$97K ﹤0.01%
5,393
+21
1638
$96K ﹤0.01%
7,320
+1,552
1639
$96K ﹤0.01%
3,373
1640
$96K ﹤0.01%
19,632
+5,500
1641
$96K ﹤0.01%
15,415
-2,120
1642
$96K ﹤0.01%
2,154
+354
1643
$96K ﹤0.01%
3,550
+3,000
1644
$96K ﹤0.01%
2,081
+20
1645
$95K ﹤0.01%
1,521
-26
1646
$95K ﹤0.01%
3,490
1647
$95K ﹤0.01%
1,972
+493
1648
$95K ﹤0.01%
1,112
+217
1649
$95K ﹤0.01%
1,565
1650
$95K ﹤0.01%
4,100
+700
64 65
66
67 68