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
1151
$424K ﹤0.01%
6,303
+850
1152
$423K ﹤0.01%
7,776
-196
1153
$421K ﹤0.01%
17,769
-138
1154
$421K ﹤0.01%
2,503
+3
1155
$419K ﹤0.01%
12,075
+723
1156
$419K ﹤0.01%
13,176
-18,818
1157
$419K ﹤0.01%
31,204
+330
1158
$418K ﹤0.01%
17,472
+407
1159
$418K ﹤0.01%
3,437
+20
1160
$418K ﹤0.01%
15,792
-1,311
1161
$416K ﹤0.01%
7,622
-64
1162
$416K ﹤0.01%
6,911
-232
1163
$415K ﹤0.01%
4,697
+551
1164
$414K ﹤0.01%
6,025
+1,254
1165
$414K ﹤0.01%
4,988
+20
1166
$414K ﹤0.01%
+260
1167
$412K ﹤0.01%
13,353
+366
1168
$412K ﹤0.01%
19,973
1169
$411K ﹤0.01%
6,006
+2,269
1170
$410K ﹤0.01%
14,276
1171
$410K ﹤0.01%
9,430
+5,479
1172
$409K ﹤0.01%
13,692
-2,154
1173
$409K ﹤0.01%
5,807
-17,598
1174
$407K ﹤0.01%
35,101
-33,369
1175
$406K ﹤0.01%
15,118
-2,479
45 46
47
48 49