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
326
$3.46M 0.01%
76,852
+1,450
327
$3.44M 0.01%
22,620
-1,203
328
$3.43M 0.01%
88,477
+81,376
329
$3.4M 0.01%
122,254
+1,326
330
$3.4M 0.01%
96,367
+94
331
$3.38M 0.01%
22,069
+482
332
$3.37M 0.01%
49,999
+1,209
333
$3.37M 0.01%
192,090
-11,459
334
$3.34M 0.01%
61,973
+3,023
335
$3.34M 0.01%
19,786
+38
336
$3.32M 0.01%
220,196
+284
337
$3.31M 0.01%
19,358
+696
338
$3.29M 0.01%
6,063
+1,017
339
$3.28M 0.01%
191,689
+14,419
340
$3.26M 0.01%
37,186
+3,492
341
$3.26M 0.01%
27,954
+1,395
342
$3.23M 0.01%
29,017
+1,244
343
$3.22M 0.01%
1,151
+157
344
$3.2M 0.01%
133,484
+62,259
345
$3.18M 0.01%
49,891
+7,330
346
$3.17M 0.01%
28,375
+4,529
347
$3.17M 0.01%
33,401
-540
348
$3.15M 0.01%
55,209
+5,000
349
$3.15M 0.01%
9,157
-1,639
350
$3.13M 0.01%
39,165
+1,664
12 13
14
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