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
2001
$56K ﹤0.01%
3,775
+7
2002
$56K ﹤0.01%
1,473
+1,000
2003
$55K ﹤0.01%
835
+524
2004
$55K ﹤0.01%
2,561
2005
$55K ﹤0.01%
2,064
+2
2006
$55K ﹤0.01%
1,110
2007
$55K ﹤0.01%
2,381
2008
$55K ﹤0.01%
161
+10
2009
$55K ﹤0.01%
1,581
2010
$55K ﹤0.01%
292
-45
2011
$55K ﹤0.01%
850
+37
2012
$55K ﹤0.01%
+4,815
2013
$55K ﹤0.01%
2,530
-15,798
2014
$55K ﹤0.01%
2,672
+100
2015
$55K ﹤0.01%
4,938
+1,675
2016
$55K ﹤0.01%
867
+799
2017
$55K ﹤0.01%
6,000
2018
$54K ﹤0.01%
11,136
-2,400
2019
$54K ﹤0.01%
897
2020
$54K ﹤0.01%
3,000
2021
$54K ﹤0.01%
2,300
2022
$54K ﹤0.01%
8,680
-4,480
2023
$54K ﹤0.01%
1,233
2024
$54K ﹤0.01%
1,270
+2
2025
$54K ﹤0.01%
1,373
-500
79 80
81
82 83