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
1376
$277K ﹤0.01%
16,413
+5,327
1377
$277K ﹤0.01%
8,488
-2,371
1378
$277K ﹤0.01%
2,362
+35
1379
$276K ﹤0.01%
3,646
+10
1380
$276K ﹤0.01%
3,664
-274
1381
$276K ﹤0.01%
+2,655
1382
$276K ﹤0.01%
1,192
-173
1383
$276K ﹤0.01%
18,642
+462
1384
$275K ﹤0.01%
36,274
+11,367
1385
$275K ﹤0.01%
8,118
-745
1386
$274K ﹤0.01%
7,531
-835
1387
$273K ﹤0.01%
464
-2
1388
$273K ﹤0.01%
+33,760
1389
$272K ﹤0.01%
7,929
+13
1390
$272K ﹤0.01%
5,529
-1,224
1391
$270K ﹤0.01%
10,244
+250
1392
$270K ﹤0.01%
2,933
1393
$270K ﹤0.01%
6,499
+779
1394
$270K ﹤0.01%
+7,156
1395
$269K ﹤0.01%
+19,281
1396
$269K ﹤0.01%
15,909
+3,009
1397
$269K ﹤0.01%
20,696
1398
$268K ﹤0.01%
3,941
+922
1399
$268K ﹤0.01%
8,170
-2,050
1400
$268K ﹤0.01%
954
+7
54 55
56
57 58