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
1851
$67K ﹤0.01%
2,097
+256
1852
$67K ﹤0.01%
230
+220
1853
$67K ﹤0.01%
7,727
+5,502
1854
$67K ﹤0.01%
3,267
1855
$67K ﹤0.01%
8,587
+7,387
1856
$67K ﹤0.01%
335
1857
$67K ﹤0.01%
2,018
1858
$67K ﹤0.01%
3,062
-100
1859
$67K ﹤0.01%
4,259
1860
$67K ﹤0.01%
3,627
+2,292
1861
$67K ﹤0.01%
5,101
+3,000
1862
$66K ﹤0.01%
2,353
-921
1863
$66K ﹤0.01%
5,174
+4,467
1864
$66K ﹤0.01%
450
+225
1865
$66K ﹤0.01%
1,900
-300
1866
$66K ﹤0.01%
1,400
-127
1867
$66K ﹤0.01%
920
1868
$66K ﹤0.01%
1,749
-1,644
1869
$66K ﹤0.01%
+7,659
1870
$66K ﹤0.01%
1,056
-102
1871
$66K ﹤0.01%
900
-62
1872
$66K ﹤0.01%
1,858
-525
1873
$65K ﹤0.01%
2,852
-2,296
1874
$65K ﹤0.01%
7,190
1875
$65K ﹤0.01%
1,846
+612
73 74
75
76 77