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
926
$669K ﹤0.01%
44,920
-11,271
927
$668K ﹤0.01%
21,012
-26,977
928
$666K ﹤0.01%
16,985
+4,112
929
$666K ﹤0.01%
3,577
+526
930
$665K ﹤0.01%
8,951
-424
931
$663K ﹤0.01%
15,411
+32
932
$663K ﹤0.01%
14,500
-1,362
933
$659K ﹤0.01%
37,531
+1,848
934
$658K ﹤0.01%
7,806
+1,044
935
$654K ﹤0.01%
10,924
-15
936
$653K ﹤0.01%
119,370
+82,307
937
$653K ﹤0.01%
17,482
+2,086
938
$652K ﹤0.01%
25,188
+601
939
$652K ﹤0.01%
12,204
-26
940
$651K ﹤0.01%
30,301
+19,508
941
$651K ﹤0.01%
18,852
-200
942
$647K ﹤0.01%
13,711
+2,571
943
$646K ﹤0.01%
27,910
-7,935
944
$643K ﹤0.01%
4,199
-127
945
$642K ﹤0.01%
11,723
-5,513
946
$642K ﹤0.01%
12,913
+6,972
947
$640K ﹤0.01%
16,952
+1,534
948
$638K ﹤0.01%
26,210
+896
949
$638K ﹤0.01%
17,480
+1,470
950
$636K ﹤0.01%
24,619
-12,300
36 37
38
39 40