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
551
$1.49M 0.01%
12,606
-211
552
$1.48M 0.01%
59,488
-4,325
553
$1.48M 0.01%
33,757
+2,774
554
$1.47M 0.01%
64,775
+9
555
$1.45M 0.01%
42,835
+26,110
556
$1.45M 0.01%
23,183
+4,594
557
$1.45M 0.01%
+56,121
558
$1.43M 0.01%
35,674
-644
559
$1.42M 0.01%
18,813
+11,482
560
$1.42M 0.01%
8,778
-384
561
$1.42M 0.01%
28,968
+1,076
562
$1.41M 0.01%
24,937
+3,709
563
$1.41M 0.01%
15,471
-384
564
$1.41M 0.01%
86,131
+12,285
565
$1.41M 0.01%
14,383
+11,060
566
$1.41M 0.01%
75,323
-29,710
567
$1.41M 0.01%
57,523
+13,315
568
$1.4M 0.01%
85,052
-1,335
569
$1.39M 0.01%
54,640
+41,740
570
$1.39M 0.01%
72,668
+8,712
571
$1.39M 0.01%
43,736
-6,452
572
$1.38M 0.01%
34,111
+9,883
573
$1.38M 0.01%
78,077
-19,815
574
$1.37M 0.01%
28,141
+12,040
575
$1.37M 0.01%
40,058
+948
21 22
23
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