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
1026
$548K ﹤0.01%
10,812
-448
1027
$548K ﹤0.01%
9,968
+176
1028
$547K ﹤0.01%
13,791
+3,407
1029
$545K ﹤0.01%
72,150
1030
$545K ﹤0.01%
20,150
-25,792
1031
$543K ﹤0.01%
16,530
+214
1032
$540K ﹤0.01%
45,931
-5,000
1033
$540K ﹤0.01%
9,368
-28
1034
$540K ﹤0.01%
41,874
-6,355
1035
$539K ﹤0.01%
5,623
+351
1036
$539K ﹤0.01%
18,747
-29,770
1037
$537K ﹤0.01%
48,837
+2,367
1038
$535K ﹤0.01%
3,423
-297
1039
$534K ﹤0.01%
11,337
-28
1040
$534K ﹤0.01%
+31,550
1041
$534K ﹤0.01%
50,600
1042
$532K ﹤0.01%
2,064
-440
1043
$532K ﹤0.01%
20,096
+2,406
1044
$531K ﹤0.01%
+544
1045
$528K ﹤0.01%
9,945
+626
1046
$527K ﹤0.01%
6,035
-139
1047
$524K ﹤0.01%
26,844
+9,761
1048
$524K ﹤0.01%
21,200
1049
$521K ﹤0.01%
17,585
+7,737
1050
$520K ﹤0.01%
8,211
-5
40 41
42
43 44