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
1976
$57K ﹤0.01%
10,667
+1,096
1977
$57K ﹤0.01%
1,139
+92
1978
$57K ﹤0.01%
2,979
-5
1979
$57K ﹤0.01%
1,031
+121
1980
$57K ﹤0.01%
+3,196
1981
$57K ﹤0.01%
617
1982
$57K ﹤0.01%
+5,931
1983
$57K ﹤0.01%
1,591
+300
1984
$57K ﹤0.01%
2,523
1985
$57K ﹤0.01%
2,955
+1,000
1986
$57K ﹤0.01%
1,648
+1,091
1987
$57K ﹤0.01%
1,041
+669
1988
$57K ﹤0.01%
856
+63
1989
$57K ﹤0.01%
7,815
-635
1990
$57K ﹤0.01%
3,512
+371
1991
$57K ﹤0.01%
608
+39
1992
$56K ﹤0.01%
499
-200
1993
$56K ﹤0.01%
3,810
+34
1994
$56K ﹤0.01%
1,548
1995
$56K ﹤0.01%
2,067
+505
1996
$56K ﹤0.01%
8,235
+1,400
1997
$56K ﹤0.01%
4,203
-1,049
1998
– –
-1
1999
$56K ﹤0.01%
1,054
2000
$56K ﹤0.01%
1,127
-46
78 79
80
81 82