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
1326
$302K ﹤0.01%
1,361
-619
1327
$301K ﹤0.01%
2,673
+603
1328
$301K ﹤0.01%
6,206
+70
1329
$301K ﹤0.01%
+3,021
1330
$300K ﹤0.01%
4,719
+1,159
1331
$300K ﹤0.01%
+2,602
1332
$298K ﹤0.01%
+5,123
1333
$298K ﹤0.01%
6,741
+1,038
1334
$298K ﹤0.01%
23,325
+5,000
1335
$298K ﹤0.01%
3,221
+105
1336
$297K ﹤0.01%
9,130
-137
1337
$297K ﹤0.01%
46,854
+5,956
1338
$297K ﹤0.01%
11,190
+3,104
1339
$295K ﹤0.01%
19,510
+810
1340
$295K ﹤0.01%
6,447
+128
1341
$294K ﹤0.01%
60,157
+28,051
1342
$293K ﹤0.01%
6,767
+1,928
1343
$293K ﹤0.01%
3,161
-34
1344
$292K ﹤0.01%
4,200
1345
$292K ﹤0.01%
8,606
+35
1346
$292K ﹤0.01%
18,526
-2,000
1347
$291K ﹤0.01%
3,462
+120
1348
$291K ﹤0.01%
16,233
+5,104
1349
$290K ﹤0.01%
4,357
-843
1350
$290K ﹤0.01%
158,405
+126,300
52 53
54
55 56