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
1776
$77K ﹤0.01%
1,240
+910
1777
$76K ﹤0.01%
4,935
+1,000
1778
$76K ﹤0.01%
4,072
+1,141
1779
$76K ﹤0.01%
3,527
1780
$76K ﹤0.01%
1,935
1781
$76K ﹤0.01%
1,013
-1,000
1782
$76K ﹤0.01%
7,088
1783
$76K ﹤0.01%
2,315
-784
1784
$76K ﹤0.01%
6,246
+2,246
1785
$75K ﹤0.01%
855
+221
1786
$75K ﹤0.01%
7,330
+5,437
1787
$75K ﹤0.01%
3,060
1788
$75K ﹤0.01%
948
-71
1789
$75K ﹤0.01%
5,000
1790
$74K ﹤0.01%
3,729
+385
1791
$74K ﹤0.01%
2,294
+1,790
1792
$74K ﹤0.01%
947
1793
$74K ﹤0.01%
3,142
-400
1794
$74K ﹤0.01%
4,543
+3,000
1795
$74K ﹤0.01%
4,823
+1,850
1796
$73K ﹤0.01%
5,784
+72
1797
$73K ﹤0.01%
5,431
+1,431
1798
$73K ﹤0.01%
5,371
-4,351
1799
$73K ﹤0.01%
2,193
+503
1800
$73K ﹤0.01%
2,600
70 71
72
73 74