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
1276
$335K ﹤0.01%
7,832
-1,775
1277
$335K ﹤0.01%
50,000
1278
$334K ﹤0.01%
22,210
+60
1279
$333K ﹤0.01%
15,359
-135
1280
$333K ﹤0.01%
20,567
-11,608
1281
$331K ﹤0.01%
7,382
-15,054
1282
$331K ﹤0.01%
11,513
-2,059
1283
$331K ﹤0.01%
576
-158
1284
$329K ﹤0.01%
4,531
-982
1285
$329K ﹤0.01%
11,252
+98
1286
$328K ﹤0.01%
11,226
+910
1287
$327K ﹤0.01%
4,681
+516
1288
$327K ﹤0.01%
5,868
+216
1289
$327K ﹤0.01%
47,701
-21,421
1290
$327K ﹤0.01%
19,042
+55
1291
$326K ﹤0.01%
8,151
+923
1292
$325K ﹤0.01%
3,891
-19,237
1293
$325K ﹤0.01%
6,209
+164
1294
$325K ﹤0.01%
54,144
-161,832
1295
$324K ﹤0.01%
25,030
+7,475
1296
$322K ﹤0.01%
10,278
-2,452
1297
$322K ﹤0.01%
5,712
-265
1298
$321K ﹤0.01%
21,746
-9,858
1299
$320K ﹤0.01%
66,812
-10,330
1300
$320K ﹤0.01%
+5,190
50 51
52
53 54