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
876
$744K ﹤0.01%
16,863
-3,800
877
$743K ﹤0.01%
+15,000
878
$742K ﹤0.01%
72,202
+1,591
879
$742K ﹤0.01%
21,563
880
$742K ﹤0.01%
33,530
+15,850
881
$736K ﹤0.01%
446,001
+8,825
882
$735K ﹤0.01%
20,072
-24
883
$735K ﹤0.01%
26,358
-1,250
884
$734K ﹤0.01%
33,435
+2,715
885
$734K ﹤0.01%
19,554
-4,165
886
$729K ﹤0.01%
10,085
+458
887
$728K ﹤0.01%
55,390
+19
888
$723K ﹤0.01%
140
889
$722K ﹤0.01%
1,512
+671
890
$722K ﹤0.01%
30,732
-187
891
$720K ﹤0.01%
35,344
-1,589
892
$718K ﹤0.01%
14,279
-479
893
$716K ﹤0.01%
150,340
-39,075
894
$715K ﹤0.01%
34,806
+4,700
895
$714K ﹤0.01%
47,773
-781
896
$714K ﹤0.01%
13,551
-56
897
$712K ﹤0.01%
5,076
+545
898
$712K ﹤0.01%
11,136
+551
899
$711K ﹤0.01%
16,106
-366
900
$711K ﹤0.01%
30,324
-68
34 35
36
37 38