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
2451
$31K ﹤0.01%
1,623
-2,307
2452
$31K ﹤0.01%
2,858
+2,558
2453
$31K ﹤0.01%
6,831
+2,860
2454
$31K ﹤0.01%
2,020
+500
2455
$31K ﹤0.01%
1,046
+82
2456
$31K ﹤0.01%
2,223
+2,021
2457
$31K ﹤0.01%
5,500
-6,000
2458
$30K ﹤0.01%
1,024
+124
2459
$30K ﹤0.01%
3,954
2460
$30K ﹤0.01%
728
2461
$30K ﹤0.01%
2,050
2462
$30K ﹤0.01%
2,275
+703
2463
$30K ﹤0.01%
1,853
-32,235
2464
$30K ﹤0.01%
1,283
-442
2465
$30K ﹤0.01%
+3,780
2466
$30K ﹤0.01%
560
+275
2467
$30K ﹤0.01%
+38
2468
$30K ﹤0.01%
430
2469
$30K ﹤0.01%
755
2470
$30K ﹤0.01%
9,798
+4,419
2471
$30K ﹤0.01%
6,900
+4,900
2472
$30K ﹤0.01%
589
+293
2473
$30K ﹤0.01%
3,300
2474
$30K ﹤0.01%
1,172
+983
2475
$30K ﹤0.01%
4,067
97 98
99
100 101