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
776
$922K ﹤0.01%
+71,160
777
$920K ﹤0.01%
24,934
+4,354
778
$920K ﹤0.01%
34,969
+500
779
$917K ﹤0.01%
43,031
-20,402
780
$906K ﹤0.01%
19,746
-117
781
$906K ﹤0.01%
6,830
+804
782
$905K ﹤0.01%
28,799
-688
783
$904K ﹤0.01%
18,664
+7,985
784
$904K ﹤0.01%
8,248
-2,221
785
$899K ﹤0.01%
12,322
-92
786
$896K ﹤0.01%
17,227
-625
787
$895K ﹤0.01%
18,308
+3,456
788
$895K ﹤0.01%
307,634
-101,404
789
$893K ﹤0.01%
66,629
-5,582
790
$893K ﹤0.01%
7,949
+1,648
791
$891K ﹤0.01%
17,335
+1,110
792
$888K ﹤0.01%
11,751
+574
793
$884K ﹤0.01%
7,838
-1,866
794
$884K ﹤0.01%
208,103
-100,420
795
$883K ﹤0.01%
5,391
-128
796
$877K ﹤0.01%
22,142
-140
797
$875K ﹤0.01%
13,209
+275
798
$872K ﹤0.01%
12,023
-589
799
$866K ﹤0.01%
3,599
-519
800
$865K ﹤0.01%
4,160
+210
30 31
32
33 34