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
901
$706K ﹤0.01%
25,525
902
$705K ﹤0.01%
5,018
+164
903
$705K ﹤0.01%
7,135
904
$704K ﹤0.01%
17,574
-398
905
$704K ﹤0.01%
36,578
-1,790
906
$704K ﹤0.01%
8,851
-34
907
$703K ﹤0.01%
9,621
-8,437
908
$703K ﹤0.01%
6,679
-2,629
909
$701K ﹤0.01%
11,507
+290
910
$699K ﹤0.01%
29,205
+10,700
911
$699K ﹤0.01%
+8,753
912
$698K ﹤0.01%
6,067
+92
913
$695K ﹤0.01%
21,857
-586
914
$693K ﹤0.01%
25,468
+2,760
915
$692K ﹤0.01%
5,884
916
$690K ﹤0.01%
+13,390
917
$683K ﹤0.01%
8,677
-112
918
$682K ﹤0.01%
11,391
+617
919
$680K ﹤0.01%
11,937
-719
920
$679K ﹤0.01%
13,663
+3,978
921
$677K ﹤0.01%
182,121
+7,840
922
$677K ﹤0.01%
26,583
+8,465
923
$675K ﹤0.01%
16,865
-8,300
924
$671K ﹤0.01%
46,117
-141,410
925
$670K ﹤0.01%
9,102
-2,154
35 36
37
38 39