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
426
$2.35M 0.01%
17,191
-811
427
$2.35M 0.01%
8,542
+400
428
$2.34M 0.01%
14,504
+8,322
429
$2.33M 0.01%
104,450
+60,158
430
$2.32M 0.01%
30,006
+7,012
431
$2.32M 0.01%
39,811
+9,039
432
$2.31M 0.01%
26,588
+500
433
$2.31M 0.01%
45,985
+2,321
434
$2.26M 0.01%
19,842
-613
435
$2.26M 0.01%
30,437
+9,671
436
$2.23M 0.01%
69,367
-4,592
437
$2.22M 0.01%
+77,815
438
$2.21M 0.01%
22,071
+1,225
439
$2.2M 0.01%
24,753
-548
440
$2.18M 0.01%
132,375
+13,290
441
$2.18M 0.01%
10,771
-1,983
442
$2.17M 0.01%
59,703
+457
443
$2.15M 0.01%
10,849
+4,045
444
$2.15M 0.01%
39,587
+2,068
445
$2.13M 0.01%
50,296
-12,320
446
$2.13M 0.01%
30,595
+1,336
447
$2.12M 0.01%
20,958
-428
448
$2.12M 0.01%
24,714
+189
449
$2.1M 0.01%
36,193
+1,659
450
$2.1M 0.01%
6,009
-3,491
16 17
18
19 20