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
851
$797K ﹤0.01%
+8,251
852
$795K ﹤0.01%
7,590
+2,497
853
$790K ﹤0.01%
17,763
-484
854
$788K ﹤0.01%
57,752
-28,400
855
$785K ﹤0.01%
25,814
+2,014
856
$784K ﹤0.01%
42,190
+2,259
857
$782K ﹤0.01%
12,346
+118
858
$781K ﹤0.01%
15,051
+5,517
859
$780K ﹤0.01%
38,836
+10,765
860
$777K ﹤0.01%
24,993
+13,910
861
$775K ﹤0.01%
+60,904
862
$775K ﹤0.01%
10,025
+289
863
$771K ﹤0.01%
14,934
+612
864
$771K ﹤0.01%
7,140
+2,036
865
$769K ﹤0.01%
22,322
-1,942
866
$769K ﹤0.01%
7,932
-2,843
867
$764K ﹤0.01%
+4,876
868
$764K ﹤0.01%
+811
869
$760K ﹤0.01%
+24,573
870
$754K ﹤0.01%
+40,648
871
$751K ﹤0.01%
8,027
+1,291
872
$751K ﹤0.01%
26,395
+257
873
$750K ﹤0.01%
15,260
+490
874
$748K ﹤0.01%
+6,969
875
$747K ﹤0.01%
16,304
-5,774
33 34
35
36 37