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
2026
$54K ﹤0.01%
30,000
+15,000
2027
$54K ﹤0.01%
975
+250
2028
$54K ﹤0.01%
910
+40
2029
$54K ﹤0.01%
2,481
2030
$53K ﹤0.01%
2,852
+500
2031
$53K ﹤0.01%
7,911
-585
2032
$53K ﹤0.01%
1,368
-506
2033
$53K ﹤0.01%
4,980
+18
2034
$53K ﹤0.01%
3,250
+500
2035
$53K ﹤0.01%
4,125
+3,990
2036
$53K ﹤0.01%
2,471
-1,591
2037
$53K ﹤0.01%
2,046
+10
2038
$53K ﹤0.01%
12,259
+754
2039
$53K ﹤0.01%
1,177
+26
2040
$53K ﹤0.01%
8,524
+131
2041
$53K ﹤0.01%
3,185
2042
$52K ﹤0.01%
4,175
+947
2043
$52K ﹤0.01%
5,000
+1,931
2044
$52K ﹤0.01%
2,148
+10
2045
$52K ﹤0.01%
3,300
2046
$52K ﹤0.01%
21,181
+12,400
2047
$52K ﹤0.01%
4,200
2048
$52K ﹤0.01%
1,650
-1,200
2049
$52K ﹤0.01%
1,140
+32
2050
$52K ﹤0.01%
9,289
+1,094
80 81
82
83 84