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
1201
$385K ﹤0.01%
6,080
+858
1202
$385K ﹤0.01%
5,698
+339
1203
$385K ﹤0.01%
88,140
+18,140
1204
$384K ﹤0.01%
44,342
-2,788
1205
$384K ﹤0.01%
10,014
+318
1206
$384K ﹤0.01%
8,966
-592
1207
$381K ﹤0.01%
3,593
+83
1208
$381K ﹤0.01%
9,130
-5,540
1209
$380K ﹤0.01%
12,516
1210
$380K ﹤0.01%
12,514
+2,141
1211
$379K ﹤0.01%
13,768
-7,035
1212
$378K ﹤0.01%
33,715
+4,608
1213
$376K ﹤0.01%
+12,904
1214
$376K ﹤0.01%
+22,500
1215
$376K ﹤0.01%
28,235
1216
$375K ﹤0.01%
52,122
+2,650
1217
$374K ﹤0.01%
+5,561
1218
$373K ﹤0.01%
+9,975
1219
$373K ﹤0.01%
23,309
-1,550
1220
$372K ﹤0.01%
15,700
-795
1221
$372K ﹤0.01%
7,071
+1,493
1222
$372K ﹤0.01%
+30,149
1223
$372K ﹤0.01%
+4,426
1224
$371K ﹤0.01%
12,675
1225
$370K ﹤0.01%
9,400
-673
47 48
49
50 51