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
351
$3.09M 0.01%
109,277
+10,522
352
$3.09M 0.01%
52,403
-2,757
353
$3.09M 0.01%
25,329
-8,207
354
$3.08M 0.01%
9,052
+7,843
355
$3.08M 0.01%
18,294
-507
356
$3.08M 0.01%
97,807
-1,172
357
$3.06M 0.01%
155,051
-120,432
358
$3.04M 0.01%
97,999
+18,865
359
$3.04M 0.01%
22,425
-667
360
$3.03M 0.01%
35,088
+2,624
361
$3.03M 0.01%
100,069
+68,726
362
$3.01M 0.01%
13,103
+372
363
$3M 0.01%
33,354
-1,048
364
$2.99M 0.01%
204,781
-8,514
365
$2.98M 0.01%
58,572
+12,827
366
$2.98M 0.01%
90,517
-10,378
367
$2.97M 0.01%
45,697
+4,233
368
$2.97M 0.01%
73,632
+20,326
369
$2.96M 0.01%
80,370
+1,700
370
$2.95M 0.01%
35,772
-1,402
371
$2.95M 0.01%
56,565
+2,010
372
$2.95M 0.01%
22,758
-1,311
373
$2.95M 0.01%
92,878
+4,163
374
$2.94M 0.01%
46,971
+2,240
375
$2.91M 0.01%
4,615
13 14
15
16 17