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
1051
$520K ﹤0.01%
31,888
+9,588
1052
$520K ﹤0.01%
18,916
+8,804
1053
$519K ﹤0.01%
+16,612
1054
$518K ﹤0.01%
31,482
+4,321
1055
$518K ﹤0.01%
2,218
-270
1056
$517K ﹤0.01%
38,585
-2,226
1057
$517K ﹤0.01%
4,926
-2,849
1058
$515K ﹤0.01%
15,630
-1,369
1059
$512K ﹤0.01%
9,650
+28
1060
$511K ﹤0.01%
27,426
-4,381
1061
$511K ﹤0.01%
9,920
-312
1062
$509K ﹤0.01%
4,869
-2,011
1063
$508K ﹤0.01%
7,085
-681
1064
$508K ﹤0.01%
10,217
+1,988
1065
$508K ﹤0.01%
19,120
+1,050
1066
$508K ﹤0.01%
23,097
+1,091
1067
$508K ﹤0.01%
16,916
-400
1068
$507K ﹤0.01%
5,054
-881
1069
$507K ﹤0.01%
+9,717
1070
$506K ﹤0.01%
13,868
1071
$505K ﹤0.01%
14,876
-22,182
1072
$504K ﹤0.01%
9,098
-1,981
1073
$504K ﹤0.01%
24,575
+1,138
1074
$503K ﹤0.01%
+1,843
1075
$503K ﹤0.01%
22,835
-8,155
41 42
43
44 45