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
1426
$258K ﹤0.01%
6,829
-8,037
1427
$258K ﹤0.01%
626
1428
$258K ﹤0.01%
+6,254
1429
$258K ﹤0.01%
7,055
1430
$258K ﹤0.01%
8,442
-3,085
1431
$257K ﹤0.01%
6,692
-484
1432
$256K ﹤0.01%
99,381
-200
1433
$255K ﹤0.01%
10,365
+722
1434
$255K ﹤0.01%
+1,704
1435
$255K ﹤0.01%
6,939
-345
1436
$254K ﹤0.01%
7,281
+1,329
1437
$254K ﹤0.01%
4,622
-183
1438
$254K ﹤0.01%
2,960
1439
$254K ﹤0.01%
8,160
-1,599
1440
$253K ﹤0.01%
8,893
+2,490
1441
$253K ﹤0.01%
3,701
-13
1442
$253K ﹤0.01%
4,821
+528
1443
$253K ﹤0.01%
2,850
1444
$253K ﹤0.01%
68,174
+15,273
1445
$252K ﹤0.01%
7,236
+522
1446
$252K ﹤0.01%
4,389
1447
$252K ﹤0.01%
8,603
-4,971
1448
$251K ﹤0.01%
26,370
+15,720
1449
$251K ﹤0.01%
+5,127
1450
$250K ﹤0.01%
3,179
-5
56 57
58
59 60