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
501
$1.74M 0.01%
20,852
+3,174
502
$1.73M 0.01%
28,529
+17,190
503
$1.73M 0.01%
21,885
-541
504
$1.72M 0.01%
43,599
+33,228
505
$1.71M 0.01%
+12,114
506
$1.7M 0.01%
46,391
+2,145
507
$1.68M 0.01%
25,731
-2,515
508
$1.68M 0.01%
90,205
509
$1.67M 0.01%
17,404
+5,792
510
$1.67M 0.01%
22,752
+6,767
511
$1.66M 0.01%
44,844
+26,344
512
$1.66M 0.01%
84,792
-2,890
513
$1.66M 0.01%
10,436
+828
514
$1.65M 0.01%
34,930
-5,169
515
$1.65M 0.01%
115,742
-8,042
516
$1.63M 0.01%
72,534
+220
517
$1.61M 0.01%
104,389
+21,248
518
$1.61M 0.01%
13,486
+544
519
$1.61M 0.01%
46,725
+2,988
520
$1.6M 0.01%
45,386
+873
521
$1.59M 0.01%
18,937
+2,069
522
$1.59M 0.01%
15,136
+2,668
523
$1.59M 0.01%
19,398
-1,521
524
$1.58M 0.01%
11,737
-1,064
525
$1.58M 0.01%
5,862
-2
19 20
21
22 23