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
2326
$37K ﹤0.01%
1,172
2327
$37K ﹤0.01%
1,131
-627
2328
$37K ﹤0.01%
466
+136
2329
– –
0
2330
$37K ﹤0.01%
924
+105
2331
$37K ﹤0.01%
+2,000
2332
$36K ﹤0.01%
5,000
2333
$36K ﹤0.01%
+14
2334
$36K ﹤0.01%
1,922
+722
2335
$36K ﹤0.01%
+6,000
2336
$36K ﹤0.01%
2,731
-8,259
2337
$36K ﹤0.01%
500
2338
$36K ﹤0.01%
500
2339
$36K ﹤0.01%
1,585
+115
2340
$36K ﹤0.01%
1,500
2341
$36K ﹤0.01%
922
+174
2342
$36K ﹤0.01%
1,000
+900
2343
$36K ﹤0.01%
1,571
-29
2344
$36K ﹤0.01%
3,046
-934
2345
$36K ﹤0.01%
1,175
2346
$36K ﹤0.01%
4,370
2347
$36K ﹤0.01%
+350
2348
$36K ﹤0.01%
4,636
+1,000
2349
$36K ﹤0.01%
2,746
-4,967
2350
$36K ﹤0.01%
257
-22
92 93
94
95 96