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
1401
$268K ﹤0.01%
12,765
-791
1402
$268K ﹤0.01%
6,635
+548
1403
$267K ﹤0.01%
+24,880
1404
$267K ﹤0.01%
665
-64
1405
$266K ﹤0.01%
2,255
-1,094
1406
$266K ﹤0.01%
8,832
-2,494
1407
$266K ﹤0.01%
18,700
-2,919
1408
$265K ﹤0.01%
3,469
+94
1409
$265K ﹤0.01%
13,031
-866
1410
$265K ﹤0.01%
8,550
+100
1411
$265K ﹤0.01%
+10,000
1412
$264K ﹤0.01%
42,240
+8,569
1413
$264K ﹤0.01%
26,973
-364
1414
$263K ﹤0.01%
64,556
+5,934
1415
$263K ﹤0.01%
15,706
1416
$263K ﹤0.01%
43,948
-6,805
1417
$263K ﹤0.01%
+10,688
1418
$263K ﹤0.01%
2,390
+570
1419
$261K ﹤0.01%
3,208
+546
1420
$261K ﹤0.01%
49,869
+1,371
1421
$261K ﹤0.01%
+18,375
1422
$260K ﹤0.01%
8,235
+1,510
1423
$259K ﹤0.01%
8,607
1424
$259K ﹤0.01%
+10,000
1425
$259K ﹤0.01%
+9,000
55 56
57
58 59