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
826
$832K ﹤0.01%
13,662
+1,692
827
$829K ﹤0.01%
20,925
+5,362
828
$827K ﹤0.01%
6,042
+51
829
$824K ﹤0.01%
51,160
+300
830
$824K ﹤0.01%
20,727
+570
831
$822K ﹤0.01%
23,820
-1,775
832
$822K ﹤0.01%
203,465
-2,000
833
$821K ﹤0.01%
158,200
+8,000
834
$819K ﹤0.01%
14,777
+4,898
835
$819K ﹤0.01%
125,041
+6,478
836
$818K ﹤0.01%
21,265
-2,279
837
$816K ﹤0.01%
14,465
+2,568
838
$813K ﹤0.01%
6,719
+211
839
$812K ﹤0.01%
13,763
+1,713
840
$811K ﹤0.01%
4,899
+511
841
$811K ﹤0.01%
48,292
-16,137
842
$809K ﹤0.01%
13,113
-1,239
843
$809K ﹤0.01%
6,566
-572
844
$808K ﹤0.01%
24,540
+9,040
845
$806K ﹤0.01%
33,693
-177
846
$805K ﹤0.01%
+33,214
847
$804K ﹤0.01%
60,750
+15,442
848
$802K ﹤0.01%
885,176
-6,100
849
$800K ﹤0.01%
5,425
-391
850
$799K ﹤0.01%
17,779
-649
32 33
34
35 36