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
451
$2.08M 0.01%
27,646
+2,116
452
$2.08M 0.01%
35,801
+9,271
453
$2.06M 0.01%
125,637
+25,613
454
$2.06M 0.01%
158,370
-45,014
455
$2.04M 0.01%
31,151
+2,267
456
$2.04M 0.01%
79,662
+64,561
457
$2.03M 0.01%
109,796
+62,735
458
$2.03M 0.01%
8,118,729
459
$2.02M 0.01%
133,462
-22
460
$2.01M 0.01%
547,722
+75,522
461
$2M 0.01%
31,784
462
$2M 0.01%
33,021
+13,212
463
$2M 0.01%
113,965
-2,314
464
$1.98M 0.01%
37,278
+504
465
$1.97M 0.01%
67,979
-3,630
466
$1.96M 0.01%
22,781
+1,896
467
$1.96M 0.01%
37,243
+1,612
468
$1.95M 0.01%
41,556
-1,600
469
$1.94M 0.01%
165,677
-60,656
470
$1.92M 0.01%
30,946
-879
471
$1.91M 0.01%
19,206
+1,919
472
$1.91M 0.01%
43,543
+300
473
$1.9M 0.01%
64,169
474
$1.9M 0.01%
11,947
+364
475
$1.9M 0.01%
77,256
-13,502
17 18
19
20 21