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
2226
$41K ﹤0.01%
1,536
+42
2227
$41K ﹤0.01%
6,000
2228
$41K ﹤0.01%
2,315
2229
$41K ﹤0.01%
2,048
2230
$41K ﹤0.01%
1,010
+610
2231
$41K ﹤0.01%
+2,973
2232
$41K ﹤0.01%
700
2233
$41K ﹤0.01%
886
+512
2234
$41K ﹤0.01%
5,000
-7,819
2235
$41K ﹤0.01%
849
+100
2236
$41K ﹤0.01%
503
-30
2237
$41K ﹤0.01%
907
2238
$41K ﹤0.01%
2,524
+2,000
2239
$41K ﹤0.01%
4,154
+2,154
2240
$41K ﹤0.01%
811
+650
2241
$41K ﹤0.01%
2,931
+3
2242
$41K ﹤0.01%
2,050
+1,050
2243
$41K ﹤0.01%
850
2244
$40K ﹤0.01%
800
2245
$40K ﹤0.01%
641
+67
2246
$40K ﹤0.01%
25,000
+15,000
2247
$40K ﹤0.01%
5,130
2248
$40K ﹤0.01%
4,768
+3,971
2249
$40K ﹤0.01%
1,870
+69
2250
$40K ﹤0.01%
1,293
+10
88 89
90
91 92