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
301
$3.94M 0.02%
193,976
-33,355
302
$3.92M 0.02%
71,728
+10,244
303
$3.91M 0.02%
399,699
-53,407
304
$3.91M 0.02%
95,820
+8,790
305
$3.9M 0.02%
170,603
+24,560
306
$3.89M 0.02%
275,005
-58,971
307
$3.88M 0.02%
95,867
-932
308
$3.87M 0.02%
79,225
-314
309
$3.86M 0.02%
17,589
-100
310
$3.85M 0.02%
100,872
-4,080
311
$3.82M 0.02%
88,140
+4,971
312
$3.78M 0.02%
132,014
+47,634
313
$3.77M 0.02%
32,491
-633
314
$3.73M 0.02%
53,986
-3,161
315
$3.73M 0.02%
88,600
+1,932
316
$3.71M 0.02%
61,475
-34,000
317
$3.71M 0.02%
57,107
-1,438
318
$3.71M 0.02%
38,476
+822
319
$3.7M 0.02%
25,662
-651
320
$3.67M 0.01%
71,521
+304
321
$3.66M 0.01%
71,031
+91
322
$3.63M 0.01%
20,852
-2,094
323
$3.59M 0.01%
337,866
+31,974
324
$3.58M 0.01%
28,345
325
$3.53M 0.01%
21,036
+2,786
11 12
13
14 15