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
1876
$65K ﹤0.01%
6,368
+4,327
1877
$65K ﹤0.01%
1,209
1878
$65K ﹤0.01%
2,175
1879
$65K ﹤0.01%
52
-2
1880
$65K ﹤0.01%
1,361
+19
1881
$65K ﹤0.01%
4,040
+2,940
1882
$65K ﹤0.01%
6,665
+1,625
1883
$65K ﹤0.01%
1,200
-400
1884
$64K ﹤0.01%
5,100
+2,500
1885
$64K ﹤0.01%
+1,298
1886
$64K ﹤0.01%
2,605
-29,529
1887
$64K ﹤0.01%
2,020
+520
1888
$64K ﹤0.01%
1,345
-513
1889
$64K ﹤0.01%
6,719
1890
$64K ﹤0.01%
60,500
+37,000
1891
$64K ﹤0.01%
4,259
1892
$64K ﹤0.01%
1,805
-2,000
1893
$64K ﹤0.01%
+1,025
1894
$64K ﹤0.01%
1,034
+1,007
1895
$63K ﹤0.01%
670
1896
$63K ﹤0.01%
1,759
+802
1897
$63K ﹤0.01%
3,774
+17
1898
$63K ﹤0.01%
1,310
1899
$63K ﹤0.01%
33,000
1900
$63K ﹤0.01%
208
+110
74 75
76
77 78