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
$24.5B
AUM Growth
+$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,065
New
Increased
Reduced
Closed

Top Buys

1
+$566M
2
+$166M
3
+$161M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$159M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$158M

Top Sells

1
+$109M
2
+$80.6M
3
+$76.7M
4
BPL
Buckeye Partners, L.P.
BPL
+$31.4M
5
EPD icon
Enterprise Products Partners
EPD
+$30.8M

Sector Composition

1 Financials 5.2%
2 Technology 3.77%
3 Energy 2.22%
4 Healthcare 2.02%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.83M 0.02%
69,185
-491
252
$4.82M 0.02%
64,297
-3,398
253
$4.8M 0.02%
126,770
254
$4.8M 0.02%
23,253
+233
255
$4.79M 0.02%
63,081
+9,859
256
$4.72M 0.02%
101,568
+1,506
257
$4.68M 0.02%
270,844
+13,324
258
$4.67M 0.02%
18,617
+10,680
259
$4.65M 0.02%
64,131
-2,580
260
$4.63M 0.02%
34,033
+4,217
261
$4.62M 0.02%
466,229
+27,813
262
$4.61M 0.02%
69,382
-2,982
263
$4.59M 0.02%
40,627
-1,292
264
$4.59M 0.02%
100,898
-3,546
265
$4.59M 0.02%
45,761
+2,496
266
$4.55M 0.02%
229,248
-1,600
267
$4.54M 0.02%
84,755
-398
268
$4.52M 0.02%
+250,811
269
$4.52M 0.02%
27,927
-1,962
270
$4.47M 0.02%
89,233
-2,615
271
$4.42M 0.02%
30,415
+698
272
$4.42M 0.02%
63,660
+3,999
273
$4.4M 0.02%
151,640
-24,453
274
$4.4M 0.02%
216,460
+31,830
275
$4.4M 0.02%
542,810
+47,592
9 10
11
12 13