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
1351
$289K ﹤0.01%
8,008
-742
1352
$289K ﹤0.01%
4,673
-1,033
1353
$289K ﹤0.01%
+16,401
1354
$288K ﹤0.01%
10,093
1355
$287K ﹤0.01%
4,136
-531
1356
$287K ﹤0.01%
16,956
-7,398
1357
$286K ﹤0.01%
11,000
+1,000
1358
$285K ﹤0.01%
3,288
+23
1359
$285K ﹤0.01%
46,548
-2,888
1360
$284K ﹤0.01%
9,513
-5,362
1361
$284K ﹤0.01%
13,115
+1,700
1362
$284K ﹤0.01%
17,572
+1,165
1363
$284K ﹤0.01%
3,039
-2,059
1364
$282K ﹤0.01%
+14,232
1365
$282K ﹤0.01%
16,320
-1,590
1366
$282K ﹤0.01%
+9,050
1367
$282K ﹤0.01%
4,694
-600
1368
$281K ﹤0.01%
26,423
1369
$280K ﹤0.01%
9,939
+62
1370
$280K ﹤0.01%
8,394
+50
1371
$279K ﹤0.01%
15,673
-2,558
1372
$279K ﹤0.01%
4,477
-774
1373
$279K ﹤0.01%
8,885
+1,184
1374
$278K ﹤0.01%
20,871
-986
1375
$278K ﹤0.01%
17,736
-1,427
53 54
55
56 57