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
1076
$500K ﹤0.01%
61,680
+13,205
1077
$500K ﹤0.01%
28,437
+3,437
1078
$499K ﹤0.01%
10,904
+2,356
1079
$499K ﹤0.01%
10,480
-2,047
1080
$498K ﹤0.01%
14,887
-2,638
1081
$497K ﹤0.01%
18,945
+75
1082
$496K ﹤0.01%
3,483
-13
1083
$494K ﹤0.01%
18,758
+500
1084
$494K ﹤0.01%
29,232
-6,517
1085
$493K ﹤0.01%
19,665
+775
1086
$489K ﹤0.01%
23,424
+109
1087
$489K ﹤0.01%
14,588
+5,119
1088
$488K ﹤0.01%
6,423
+12
1089
$488K ﹤0.01%
11,857
-47
1090
$488K ﹤0.01%
33,000
1091
$487K ﹤0.01%
13,410
+83
1092
$485K ﹤0.01%
8,072
+993
1093
$484K ﹤0.01%
5,749
+1,130
1094
$483K ﹤0.01%
13,415
+404
1095
$482K ﹤0.01%
4,847
-210
1096
$482K ﹤0.01%
175,938
-100
1097
$481K ﹤0.01%
5,608
-199
1098
$481K ﹤0.01%
+4,358
1099
$481K ﹤0.01%
13,453
+4,600
1100
$478K ﹤0.01%
29,071
+12,708
42 43
44
45 46