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
276
$4.38M 0.02%
41,590
-2,657
277
$4.38M 0.02%
72,438
-6,252
278
$4.35M 0.02%
36,426
+26,120
279
$4.34M 0.02%
59,356
+18,796
280
$4.33M 0.02%
40,550
-8,067
281
$4.33M 0.02%
43,030
+13,814
282
$4.32M 0.02%
28,110
+3,500
283
$4.3M 0.02%
145,568
+228
284
$4.27M 0.02%
100,044
-255,659
285
$4.26M 0.02%
18,706
-794
286
$4.25M 0.02%
80,477
+18,095
287
$4.24M 0.02%
28,034
+1,011
288
$4.24M 0.02%
52,081
-6,000
289
$4.23M 0.02%
73,386
-2,409
290
$4.21M 0.02%
107,697
+1,219
291
$4.19M 0.02%
21,916
+4,557
292
$4.18M 0.02%
37,463
+1,005
293
$4.17M 0.02%
266,458
294
$4.14M 0.02%
45,680
+840
295
$4.12M 0.02%
75,213
+18,354
296
$4.1M 0.02%
25,505
+3,120
297
$4.1M 0.02%
21,409
+7,857
298
$4.08M 0.02%
78,469
-18,974
299
$4.06M 0.02%
57,967
+840
300
$4M 0.02%
24,371
+2,225
10 11
12
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