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
526
$1.57M 0.01%
42,600
-10,374
527
$1.56M 0.01%
24,502
+589
528
$1.56M 0.01%
5,005
-85
529
$1.55M 0.01%
15,043
-158
530
$1.55M 0.01%
5,480
+453
531
$1.54M 0.01%
8,910
-5,174
532
$1.54M 0.01%
31,602
+5,759
533
$1.54M 0.01%
162,008
-17,992
534
$1.54M 0.01%
45,787
+10,038
535
$1.53M 0.01%
13,923
+7,650
536
$1.52M 0.01%
34,336
-875
537
$1.52M 0.01%
80,948
-12,000
538
$1.52M 0.01%
43,204
+29,191
539
$1.51M 0.01%
45,069
-21,244
540
$1.51M 0.01%
37,028
+7,448
541
$1.5M 0.01%
48,149
+6,762
542
$1.5M 0.01%
11,502
+776
543
$1.49M 0.01%
76,420
-17,098
544
$1.49M 0.01%
23,804
-16,322
545
$1.49M 0.01%
22,746
+1,964
546
$1.49M 0.01%
10,703
-492
547
$1.49M 0.01%
+36,572
548
$1.49M 0.01%
15,241
-189
549
$1.49M 0.01%
19,170
-25
550
$1.49M 0.01%
18,459
-9,369
20 21
22
23 24