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
1176
$406K ﹤0.01%
14,520
+4,420
1177
$406K ﹤0.01%
23,098
-846
1178
$405K ﹤0.01%
37,231
+7,745
1179
$404K ﹤0.01%
7,068
-148
1180
$403K ﹤0.01%
12,420
1181
$403K ﹤0.01%
6,692
-59
1182
$401K ﹤0.01%
11,517
-746
1183
$401K ﹤0.01%
7,417
-126
1184
$399K ﹤0.01%
6,093
-81
1185
$399K ﹤0.01%
3,776
+331
1186
$399K ﹤0.01%
39,000
-5,000
1187
$398K ﹤0.01%
2,346
+62
1188
$396K ﹤0.01%
3,345
+150
1189
$394K ﹤0.01%
63,800
-2,400
1190
$394K ﹤0.01%
7,832
-524
1191
$393K ﹤0.01%
10,250
1192
$392K ﹤0.01%
22,171
-16,114
1193
$391K ﹤0.01%
+5,291
1194
$390K ﹤0.01%
4,287
-638
1195
$389K ﹤0.01%
10,718
-264
1196
$389K ﹤0.01%
15,521
-16,000
1197
$388K ﹤0.01%
4,524
+93
1198
$388K ﹤0.01%
4,643
-108
1199
$388K ﹤0.01%
1,928
-600
1200
$387K ﹤0.01%
+20,382
46 47
48
49 50