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
1226
$370K ﹤0.01%
9,105
+1,337
1227
$370K ﹤0.01%
11,715
+1,215
1228
$368K ﹤0.01%
1,473
-86
1229
$368K ﹤0.01%
6,431
-1,812
1230
$368K ﹤0.01%
3,752
-844
1231
$367K ﹤0.01%
7,861
+63
1232
$366K ﹤0.01%
10,220
+4,564
1233
$366K ﹤0.01%
7,649
+235
1234
$366K ﹤0.01%
7,629
-2,028
1235
$366K ﹤0.01%
6,149
-522
1236
$364K ﹤0.01%
871
+96
1237
$363K ﹤0.01%
17,029
-400
1238
$363K ﹤0.01%
+3,063
1239
$363K ﹤0.01%
9,825
-255
1240
$359K ﹤0.01%
113,132
-850
1241
$358K ﹤0.01%
7,844
-900
1242
$358K ﹤0.01%
18,609
-82
1243
$357K ﹤0.01%
5,134
-1,216
1244
$357K ﹤0.01%
9,132
-1,127
1245
$357K ﹤0.01%
4,264
+74
1246
$356K ﹤0.01%
5,769
+196
1247
$355K ﹤0.01%
7,400
-398
1248
$355K ﹤0.01%
291
+13
1249
$354K ﹤0.01%
9,773
+140
1250
$354K ﹤0.01%
5,312
+155
48 49
50
51 52