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
2276
$39K ﹤0.01%
2,400
+1,700
2277
$39K ﹤0.01%
+2,806
2278
$39K ﹤0.01%
1,500
+500
2279
$39K ﹤0.01%
1,827
-828
2280
$39K ﹤0.01%
+1,500
2281
$39K ﹤0.01%
3,785
2282
$39K ﹤0.01%
2,404
+1,388
2283
$39K ﹤0.01%
2,925
+48
2284
$39K ﹤0.01%
602
2285
$39K ﹤0.01%
22,302
+10,200
2286
$39K ﹤0.01%
1,450
+150
2287
$39K ﹤0.01%
1,500
2288
$39K ﹤0.01%
+1,200
2289
$38K ﹤0.01%
3,000
2290
$38K ﹤0.01%
4,013
2291
$38K ﹤0.01%
1,139
-28,722
2292
$38K ﹤0.01%
2,563
2293
$38K ﹤0.01%
625
-800
2294
$38K ﹤0.01%
1,947
-349
2295
$38K ﹤0.01%
520
2296
$38K ﹤0.01%
608
2297
$38K ﹤0.01%
308
+149
2298
$38K ﹤0.01%
795
2299
$38K ﹤0.01%
5,500
2300
$38K ﹤0.01%
+1,272
90 91
92
93 94