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
476
$1.89M 0.01%
26,255
-666
477
$1.88M 0.01%
35,862
-6,555
478
$1.87M 0.01%
30,640
-1,841
479
$1.86M 0.01%
16,577
-2,917
480
$1.85M 0.01%
33,370
+3,855
481
$1.85M 0.01%
141,500
+1,544
482
$1.84M 0.01%
143,460
-20,140
483
$1.84M 0.01%
40,077
-6,202
484
$1.83M 0.01%
106,141
-54
485
$1.83M 0.01%
78,597
-2,497
486
$1.82M 0.01%
43,605
-1,079
487
$1.81M 0.01%
138,371
-2,404
488
$1.81M 0.01%
23,064
+651
489
$1.79M 0.01%
21,810
+3,104
490
$1.79M 0.01%
15,372
-23,106
491
$1.79M 0.01%
39,096
-1,052
492
$1.79M 0.01%
36,343
+23,700
493
$1.78M 0.01%
+175,005
494
$1.78M 0.01%
16,817
+579
495
$1.78M 0.01%
33,780
+3,287
496
$1.77M 0.01%
40,269
+3,442
497
$1.77M 0.01%
20,300
+126
498
$1.75M 0.01%
53,700
+14,434
499
$1.75M 0.01%
125,806
+21,152
500
$1.74M 0.01%
32,969
-2,976
18 19
20
21 22