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
726
$1.01M ﹤0.01%
15,127
-1,986
727
$1.01M ﹤0.01%
23,236
-5,781
728
$1.01M ﹤0.01%
62,517
+32,127
729
$1M ﹤0.01%
19,516
+1,703
730
$1M ﹤0.01%
7,363
-247
731
$1M ﹤0.01%
36,167
+83
732
$1M ﹤0.01%
9,479
-51
733
$1M ﹤0.01%
+21,181
734
$1M ﹤0.01%
6,695
-1,510
735
$998K ﹤0.01%
7,308
+850
736
$993K ﹤0.01%
16,164
+6,477
737
$992K ﹤0.01%
6,137
+236
738
$991K ﹤0.01%
70,104
+1,713
739
$988K ﹤0.01%
23,115
-34
740
$987K ﹤0.01%
235,028
+61,389
741
$986K ﹤0.01%
14,930
+102
742
$982K ﹤0.01%
746,338
-38,839
743
$981K ﹤0.01%
+52,412
744
$979K ﹤0.01%
7,596
+92
745
$976K ﹤0.01%
+51,528
746
$975K ﹤0.01%
8,884
-1,055
747
$974K ﹤0.01%
46,038
748
$973K ﹤0.01%
27,642
+16,886
749
$973K ﹤0.01%
24,669
+9,000
750
$972K ﹤0.01%
17,252
-708
28 29
30
31 32