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
2376
$34K ﹤0.01%
5,290
+237
2377
$34K ﹤0.01%
2,600
+2,500
2378
$34K ﹤0.01%
3,600
+3,500
2379
$34K ﹤0.01%
1,479
-1,568
2380
$34K ﹤0.01%
2,468
2381
$34K ﹤0.01%
1,281
-1,440
2382
$34K ﹤0.01%
2,669
+2,327
2383
$34K ﹤0.01%
2,700
-1,064
2384
$34K ﹤0.01%
5,571
+4,913
2385
$34K ﹤0.01%
2,196
+1,152
2386
$34K ﹤0.01%
471
+417
2387
$33K ﹤0.01%
650
-90
2388
$33K ﹤0.01%
+1,100
2389
$33K ﹤0.01%
2,181
2390
$33K ﹤0.01%
+2,000
2391
$33K ﹤0.01%
3,177
+1,281
2392
$33K ﹤0.01%
427
+342
2393
$33K ﹤0.01%
2,834
+751
2394
$33K ﹤0.01%
5,200
+700
2395
$33K ﹤0.01%
2,080
+1,010
2396
$33K ﹤0.01%
1,588
+88
2397
$33K ﹤0.01%
701
2398
$33K ﹤0.01%
+1,000
2399
$33K ﹤0.01%
5,303
-13,423
2400
$33K ﹤0.01%
+5,682
94 95
96
97 98