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
1651
$94K ﹤0.01%
7,448
-4,101
1652
$94K ﹤0.01%
6,135
1653
$94K ﹤0.01%
+3,339
1654
$94K ﹤0.01%
1,600
-570
1655
$94K ﹤0.01%
627
-3,373
1656
$94K ﹤0.01%
18,678
+4,178
1657
$94K ﹤0.01%
3,469
+200
1658
$94K ﹤0.01%
141,033
-112,951
1659
$93K ﹤0.01%
5,133
1660
$93K ﹤0.01%
13,302
-300
1661
$93K ﹤0.01%
11,399
-689
1662
$93K ﹤0.01%
6,747
+5,739
1663
$92K ﹤0.01%
1,868
-133
1664
$92K ﹤0.01%
8,731
-3,384
1665
$92K ﹤0.01%
3,265
+600
1666
$92K ﹤0.01%
+2,387
1667
$92K ﹤0.01%
+5,454
1668
$92K ﹤0.01%
2,354
+208
1669
$92K ﹤0.01%
5,821
-1,471
1670
$91K ﹤0.01%
6,759
+5,430
1671
$91K ﹤0.01%
3,332
-763
1672
$91K ﹤0.01%
4,691
-12,090
1673
$91K ﹤0.01%
3,564
1674
$91K ﹤0.01%
70,720
-151,457
1675
$90K ﹤0.01%
+1
65 66
67
68 69