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
376
$2.87M 0.01%
51,540
-2,564
377
$2.86M 0.01%
296,255
+25,215
378
$2.86M 0.01%
27,724
-280
379
$2.85M 0.01%
154,389
+7,505
380
$2.85M 0.01%
28,752
+1,762
381
$2.85M 0.01%
21,765
+3,300
382
$2.83M 0.01%
32,571
+1,713
383
$2.81M 0.01%
148,397
+13,379
384
$2.79M 0.01%
127,159
+3,852
385
$2.77M 0.01%
52,745
+8,535
386
$2.76M 0.01%
12,511
-1,601
387
$2.76M 0.01%
20,727
+1,234
388
$2.72M 0.01%
123,590
+58,075
389
$2.72M 0.01%
105,535
+28,142
390
$2.69M 0.01%
78,886
+45,462
391
$2.66M 0.01%
9,134
+3,101
392
$2.65M 0.01%
45,933
+18,131
393
$2.63M 0.01%
58,478
+1,255
394
$2.59M 0.01%
78,529
-8
395
$2.57M 0.01%
73,400
+3,660
396
$2.57M 0.01%
26,505
-2,131
397
$2.54M 0.01%
49,400
-553
398
$2.54M 0.01%
35,399
+4,077
399
$2.53M 0.01%
114,319
+6,022
400
$2.53M 0.01%
21,015
+5,413
14 15
16
17 18