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
1126
$444K ﹤0.01%
8,548
+3,310
1127
$443K ﹤0.01%
89,610
+160
1128
$443K ﹤0.01%
119,476
-9,700
1129
$442K ﹤0.01%
4,769
-1,795
1130
$441K ﹤0.01%
5,765
-265
1131
$441K ﹤0.01%
46,569
+11,737
1132
$441K ﹤0.01%
12,770
1133
$440K ﹤0.01%
6,891
-7,494
1134
$438K ﹤0.01%
8,567
-658
1135
$437K ﹤0.01%
13,995
+6,625
1136
$436K ﹤0.01%
+7,400
1137
$436K ﹤0.01%
3,700
+71
1138
$436K ﹤0.01%
31,583
-1,148
1139
$434K ﹤0.01%
27,232
+200
1140
$434K ﹤0.01%
4,347
-128
1141
$433K ﹤0.01%
26,382
-590
1142
$433K ﹤0.01%
4,986
+2,486
1143
$433K ﹤0.01%
7,392
+819
1144
$432K ﹤0.01%
33,986
-58,009
1145
$431K ﹤0.01%
+12,440
1146
$428K ﹤0.01%
5,276
-916
1147
$428K ﹤0.01%
45,316
-160
1148
$427K ﹤0.01%
19,615
+1,672
1149
$426K ﹤0.01%
7,600
-1,921
1150
$426K ﹤0.01%
9,509
+1,300
44 45
46
47 48