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
2301
$38K ﹤0.01%
2,210
-1,040
2302
$38K ﹤0.01%
615
-150
2303
$38K ﹤0.01%
3,916
+2,795
2304
$38K ﹤0.01%
1,500
-1,200
2305
$37K ﹤0.01%
699
2306
$37K ﹤0.01%
5,678
-240
2307
$37K ﹤0.01%
1,820
+152
2308
$37K ﹤0.01%
3,000
+500
2309
$37K ﹤0.01%
1,050
+112
2310
$37K ﹤0.01%
1,000
2311
$37K ﹤0.01%
1,005
+5
2312
$37K ﹤0.01%
5,057
+735
2313
$37K ﹤0.01%
9,000
2314
$37K ﹤0.01%
2,364
2315
$37K ﹤0.01%
625
+234
2316
$37K ﹤0.01%
1,341
+270
2317
$37K ﹤0.01%
3,903
2318
$37K ﹤0.01%
525
-250
2319
$37K ﹤0.01%
1,307
-9,651
2320
$37K ﹤0.01%
1,417
+9
2321
$37K ﹤0.01%
1,200
+275
2322
$37K ﹤0.01%
232
+107
2323
$37K ﹤0.01%
4,576
2324
$37K ﹤0.01%
2,000
2325
$37K ﹤0.01%
+1,063
91 92
93
94 95