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
2176
$44K ﹤0.01%
1,600
+1,000
2177
$44K ﹤0.01%
3,000
2178
$44K ﹤0.01%
4,000
-3,000
2179
$44K ﹤0.01%
730
+150
2180
$44K ﹤0.01%
950
2181
$44K ﹤0.01%
700
-200
2182
$44K ﹤0.01%
1,717
+800
2183
$44K ﹤0.01%
1,483
+1,333
2184
$43K ﹤0.01%
3,508
+475
2185
$43K ﹤0.01%
23,083
-1,300
2186
$43K ﹤0.01%
1,442
-25
2187
$43K ﹤0.01%
662
-200
2188
$43K ﹤0.01%
633
+33
2189
$43K ﹤0.01%
1,655
+1,484
2190
$43K ﹤0.01%
+34
2191
$43K ﹤0.01%
4,080
+1,380
2192
$43K ﹤0.01%
1,535
-1,538
2193
$43K ﹤0.01%
+3,890
2194
$43K ﹤0.01%
1,032
+5
2195
$43K ﹤0.01%
2,090
2196
$43K ﹤0.01%
1,032
+2
2197
$43K ﹤0.01%
9,040
+5,456
2198
$43K ﹤0.01%
4,034
2199
$43K ﹤0.01%
2,447
+965
2200
$43K ﹤0.01%
312
+62
86 87
88
89 90