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
1676
$90K ﹤0.01%
+9,368
1677
$90K ﹤0.01%
3,729
+336
1678
$90K ﹤0.01%
4,472
+372
1679
$90K ﹤0.01%
21,325
+5,000
1680
$90K ﹤0.01%
4,620
+1,294
1681
$90K ﹤0.01%
50,109
+10,609
1682
$90K ﹤0.01%
6,350
1683
$90K ﹤0.01%
1,630
1684
$89K ﹤0.01%
2,746
+1,000
1685
$89K ﹤0.01%
5,754
+1,118
1686
$89K ﹤0.01%
1,581
1687
$89K ﹤0.01%
2,574
-17
1688
$89K ﹤0.01%
4,476
+2,400
1689
$89K ﹤0.01%
879
-25
1690
$89K ﹤0.01%
1,372
+459
1691
$88K ﹤0.01%
2,036
-615
1692
$88K ﹤0.01%
1,646
-8,704
1693
$88K ﹤0.01%
120,189
-43,313
1694
$88K ﹤0.01%
6,283
+6,083
1695
$88K ﹤0.01%
1,400
+100
1696
$88K ﹤0.01%
7,741
+200
1697
$88K ﹤0.01%
41,500
-18,700
1698
$87K ﹤0.01%
1,878
+1,012
1699
$87K ﹤0.01%
1,116
-61
1700
$87K ﹤0.01%
2,018
+99
66 67
68
69 70