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
1801
$73K ﹤0.01%
140
1802
$73K ﹤0.01%
8,448
-1,752
1803
$72K ﹤0.01%
3,090
-15
1804
$72K ﹤0.01%
2,101
1805
$72K ﹤0.01%
7,406
+1,347
1806
$72K ﹤0.01%
2,000
1807
$72K ﹤0.01%
428
-46
1808
$72K ﹤0.01%
1,001
+508
1809
$72K ﹤0.01%
950
-50
1810
$72K ﹤0.01%
1,487
+487
1811
$72K ﹤0.01%
887
+99
1812
$72K ﹤0.01%
4,319
+1,000
1813
$71K ﹤0.01%
4,585
-800
1814
$71K ﹤0.01%
5,850
+350
1815
$71K ﹤0.01%
+12,720
1816
$71K ﹤0.01%
1,090
+430
1817
$71K ﹤0.01%
1,650
-1,000
1818
$71K ﹤0.01%
2,550
-1,000
1819
$71K ﹤0.01%
2,230
-2,800
1820
$71K ﹤0.01%
65,000
1821
$71K ﹤0.01%
4,355
1822
$71K ﹤0.01%
889
+200
1823
$71K ﹤0.01%
3,714
-515
1824
$71K ﹤0.01%
2,203
-206
1825
$70K ﹤0.01%
1,635
+12
71 72
73
74 75