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
1726
$84K ﹤0.01%
4,134
-4,212
1727
$84K ﹤0.01%
2,650
-5,495
1728
$84K ﹤0.01%
2,110
-348
1729
$84K ﹤0.01%
4,700
1730
$83K ﹤0.01%
917
-39
1731
$83K ﹤0.01%
42
+26
1732
$83K ﹤0.01%
+253
1733
$82K ﹤0.01%
5,754
1734
$82K ﹤0.01%
1,355
1735
$82K ﹤0.01%
2,278
+1,809
1736
$82K ﹤0.01%
1,084
+11
1737
$82K ﹤0.01%
2,573
-55
1738
$82K ﹤0.01%
71
+5
1739
$82K ﹤0.01%
29,178
+11,292
1740
$82K ﹤0.01%
2,084
+6
1741
$82K ﹤0.01%
14,340
1742
$81K ﹤0.01%
1,450
-2,266
1743
$81K ﹤0.01%
10,580
-9,799
1744
$81K ﹤0.01%
2,185
-148
1745
$81K ﹤0.01%
5,656
+5,056
1746
$81K ﹤0.01%
7,053
+500
1747
$81K ﹤0.01%
2,143
+913
1748
$80K ﹤0.01%
6,000
1749
$80K ﹤0.01%
5,737
+329
1750
$80K ﹤0.01%
2,025
68 69
70
71 72