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
976
$610K ﹤0.01%
7,160
+874
977
$607K ﹤0.01%
16,288
+769
978
$607K ﹤0.01%
36,395
+21,190
979
$605K ﹤0.01%
1,698
-224
980
$602K ﹤0.01%
26,147
+3,753
981
$601K ﹤0.01%
10,536
+1,357
982
$599K ﹤0.01%
51,896
-1,073
983
$599K ﹤0.01%
11,888
984
$597K ﹤0.01%
13,183
+1,231
985
$597K ﹤0.01%
8,991
+972
986
$595K ﹤0.01%
4,277
+1,457
987
$593K ﹤0.01%
47,669
+19,367
988
$593K ﹤0.01%
3,640
-723
989
$592K ﹤0.01%
5,434
+125
990
$591K ﹤0.01%
8,672
-489
991
$591K ﹤0.01%
11,843
-1,121
992
$590K ﹤0.01%
19,687
+10,459
993
$588K ﹤0.01%
31,659
-46,369
994
$588K ﹤0.01%
7,853
-244
995
$587K ﹤0.01%
1,911
-1,702
996
$587K ﹤0.01%
46,585
-2,890
997
$582K ﹤0.01%
13,595
+878
998
$582K ﹤0.01%
12,307
+3,418
999
$580K ﹤0.01%
13,812
+3,622
1000
$580K ﹤0.01%
16,102
38 39
40
41 42