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
601
$1.28M 0.01%
36,590
+176
602
$1.28M 0.01%
23,507
+2,539
603
$1.28M 0.01%
26,817
+3,563
604
$1.28M 0.01%
17,977
+1,758
605
$1.27M 0.01%
11,409
-2,758
606
$1.27M 0.01%
24,082
-412
607
$1.27M 0.01%
11,082
-657
608
$1.27M 0.01%
27,019
+3,450
609
$1.26M 0.01%
22,746
+432
610
$1.26M 0.01%
10,153
+1,015
611
$1.26M 0.01%
5,237
+1,129
612
$1.25M 0.01%
36,897
+3,872
613
$1.25M 0.01%
16,592
+6,769
614
$1.25M 0.01%
11,806
+5,536
615
$1.25M 0.01%
21,149
+600
616
$1.25M 0.01%
21,863
-12,472
617
$1.25M 0.01%
30,201
+21,683
618
$1.25M 0.01%
16,200
-169
619
$1.24M 0.01%
10,142
-55
620
$1.24M 0.01%
11,097
+970
621
$1.24M 0.01%
+45,150
622
$1.24M 0.01%
6,052
+2,766
623
$1.23M 0.01%
12,434
+1,394
624
$1.22M 0.01%
20,036
+1,358
625
$1.22M 0.01%
96,944
-239
23 24
25
26 27