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
1701
$87K ﹤0.01%
5,430
+500
1702
$87K ﹤0.01%
2,133
-944
1703
$87K ﹤0.01%
1,020
+923
1704
$87K ﹤0.01%
6,326
-21,621
1705
$86K ﹤0.01%
+455
1706
$86K ﹤0.01%
2,701
+2,300
1707
$86K ﹤0.01%
1,875
1708
$86K ﹤0.01%
3,857
1709
$86K ﹤0.01%
7,852
+956
1710
$86K ﹤0.01%
5,291
+1,047
1711
$86K ﹤0.01%
957
1712
$86K ﹤0.01%
3,199
-170
1713
$86K ﹤0.01%
5,003
+3,000
1714
$86K ﹤0.01%
1,094
-14
1715
$86K ﹤0.01%
7,800
-100
1716
$85K ﹤0.01%
+4,817
1717
$85K ﹤0.01%
5,357
+1,326
1718
$85K ﹤0.01%
7,520
+4,806
1719
$85K ﹤0.01%
2,211
+355
1720
$85K ﹤0.01%
2,030
+830
1721
$85K ﹤0.01%
5,500
1722
$85K ﹤0.01%
3,512
+370
1723
$85K ﹤0.01%
7,805
+139
1724
$84K ﹤0.01%
10,915
-2,000
1725
$84K ﹤0.01%
2,590
+1,400
67 68
69
70 71