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
1951
$59K ﹤0.01%
1,935
+375
1952
$59K ﹤0.01%
4,423
-51,264
1953
$59K ﹤0.01%
767
+217
1954
$59K ﹤0.01%
+5,000
1955
$59K ﹤0.01%
8,807
1956
$59K ﹤0.01%
1,141
1957
$58K ﹤0.01%
722
+22
1958
$58K ﹤0.01%
1,033
-128
1959
$58K ﹤0.01%
1,526
+251
1960
$58K ﹤0.01%
4,173
+1,501
1961
$58K ﹤0.01%
3,726
+2,959
1962
$58K ﹤0.01%
18,854
+241
1963
$58K ﹤0.01%
1,170
1964
$58K ﹤0.01%
1,250
-388
1965
$58K ﹤0.01%
500
+100
1966
$58K ﹤0.01%
901
+601
1967
$58K ﹤0.01%
2,538
+1,538
1968
$58K ﹤0.01%
+4,000
1969
$58K ﹤0.01%
5,104
+3,000
1970
$58K ﹤0.01%
1,770
-49
1971
$58K ﹤0.01%
1,680
+265
1972
$58K ﹤0.01%
1,047
+264
1973
$58K ﹤0.01%
2,599
+1,349
1974
$58K ﹤0.01%
3,638
+2,138
1975
$57K ﹤0.01%
+15,000
77 78
79
80 81