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
2351
$35K ﹤0.01%
863
+503
2352
$35K ﹤0.01%
399
-57
2353
$35K ﹤0.01%
1,212
+150
2354
$35K ﹤0.01%
+747
2355
$35K ﹤0.01%
1,408
+947
2356
$35K ﹤0.01%
350
-15
2357
$35K ﹤0.01%
14,920
-1,065
2358
$35K ﹤0.01%
1,773
+486
2359
$35K ﹤0.01%
400
-100
2360
$35K ﹤0.01%
2,111
-1,000
2361
$35K ﹤0.01%
268
-20
2362
$35K ﹤0.01%
4,600
2363
$35K ﹤0.01%
616
-12,483
2364
$35K ﹤0.01%
650
+350
2365
$35K ﹤0.01%
146
2366
$35K ﹤0.01%
4,569
+1,200
2367
$35K ﹤0.01%
893
-1,745
2368
$35K ﹤0.01%
2,239
2369
$35K ﹤0.01%
1,437
-145
2370
$35K ﹤0.01%
1,300
2371
$34K ﹤0.01%
+1,088
2372
$34K ﹤0.01%
5,000
-200
2373
$34K ﹤0.01%
315
+126
2374
$34K ﹤0.01%
7,065
+1,477
2375
$34K ﹤0.01%
+1,995
93 94
95
96 97